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
4551
$220K ﹤0.01%
38,549
+4,207
4552
$220K ﹤0.01%
34,104
+19,405
4553
$220K ﹤0.01%
25,957
-10,709
4554
$219K ﹤0.01%
4,943
-10,698
4555
$219K ﹤0.01%
9,666
-54,162
4556
$219K ﹤0.01%
16,372
+3,044
4557
$219K ﹤0.01%
3,169
+1,263
4558
$219K ﹤0.01%
80,809
-35,847
4559
$218K ﹤0.01%
5,038
-632
4560
$218K ﹤0.01%
5,600
-3,418
4561
$218K ﹤0.01%
7,869
-2,302
4562
$217K ﹤0.01%
10,177
-915
4563
$217K ﹤0.01%
8,926
-277
4564
$216K ﹤0.01%
5,982
-1,900
4565
$215K ﹤0.01%
7,713
+3,739
4566
$214K ﹤0.01%
6,474
-10
4567
$214K ﹤0.01%
36,064
-9,323
4568
$214K ﹤0.01%
31,266
+28,884
4569
$214K ﹤0.01%
15,808
+2,752
4570
$214K ﹤0.01%
38,667
+12,711
4571
$213K ﹤0.01%
31,644
-6,822
4572
$213K ﹤0.01%
8,368
+68
4573
$212K ﹤0.01%
15,640
-106,311
4574
$212K ﹤0.01%
8,038
+13
4575
$212K ﹤0.01%
+4,264