Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

Bank of America, founded in 1904 as the Bank of Italy by Amadeo Giannini to serve immigrants in San Francisco, is now one of the largest financial institutions in the world, headquartered in Charlotte, North Carolina, following its 1998 merger with NationsBank. It provides a broad spectrum of services, including consumer banking, wealth management (through its Merrill division), commercial banking, and investment banking, managing trillions in assets and serving millions of customers globally.

This Quarter Est. Return
1 Year Est. Return
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$689B
AUM Growth
+$64.8B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,716
New
Increased
Reduced
Closed

Top Buys

1 +$4.91B
2 +$2.25B
3 +$747M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$647M
5
MBB icon
iShares MBS ETF
MBB
+$581M

Top Sells

1 +$1.66B
2 +$1.02B
3 +$900M
4
JPM icon
JPMorgan Chase
JPM
+$613M
5
GOTU icon
Gaotu Techedu
GOTU
+$528M

Sector Composition

1 Technology 12.85%
2 Healthcare 8.2%
3 Financials 7.1%
4 Consumer Discretionary 6.6%
5 Industrials 5.95%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
4526
$230K ﹤0.01%
56,838
-3,540
4527
$230K ﹤0.01%
25,411
+10,123
4528
$229K ﹤0.01%
32,386
-12,813
4529
$229K ﹤0.01%
4,188
-3,207
4530
$229K ﹤0.01%
8,685
-12,682
4531
$229K ﹤0.01%
15,797
-1,487
4532
$228K ﹤0.01%
37,509
-1,187
4533
$228K ﹤0.01%
19,798
4534
$228K ﹤0.01%
22,363
-2,144
4535
$227K ﹤0.01%
34,437
-2,503
4536
$227K ﹤0.01%
21,294
-19,237
4537
$227K ﹤0.01%
1,450
+178
4538
$227K ﹤0.01%
16,467
+29
4539
$226K ﹤0.01%
11,624
-749
4540
$226K ﹤0.01%
10,287
-20
4541
$225K ﹤0.01%
20,865
+852
4542
$224K ﹤0.01%
7,666
-777
4543
$224K ﹤0.01%
10,700
-1,313
4544
$224K ﹤0.01%
93,761
+74,475
4545
$224K ﹤0.01%
93,464
+19,253
4546
$224K ﹤0.01%
18,828
4547
$223K ﹤0.01%
8,204
-8,916
4548
$223K ﹤0.01%
14,110
-1,792
4549
$221K ﹤0.01%
14,884
+14,831
4550
$221K ﹤0.01%
59,383
-3,009