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
4651
$184K ﹤0.01%
214
-282
4652
$184K ﹤0.01%
62,532
+48,914
4653
$184K ﹤0.01%
5,034
+479
4654
$184K ﹤0.01%
9,249
+534
4655
$183K ﹤0.01%
10,022
-1,727
4656
$183K ﹤0.01%
12,156
-947
4657
$183K ﹤0.01%
14,639
-29,906
4658
$183K ﹤0.01%
3,705
+3,505
4659
$182K ﹤0.01%
10,052
-846
4660
$182K ﹤0.01%
6,380
+1,825
4661
$182K ﹤0.01%
15,236
-219
4662
$182K ﹤0.01%
6,670
4663
$180K ﹤0.01%
45,412
-5,605
4664
$180K ﹤0.01%
66,276
-21,773
4665
$180K ﹤0.01%
7,352
-2,868
4666
$180K ﹤0.01%
31,726
-6,144
4667
$178K ﹤0.01%
12,048
-9,025
4668
$178K ﹤0.01%
5,732
-252
4669
$177K ﹤0.01%
185
-80
4670
$177K ﹤0.01%
6,487
-2,749
4671
$177K ﹤0.01%
23,417
-3,841
4672
$177K ﹤0.01%
243,657
+2,774
4673
$176K ﹤0.01%
24,935
-9,117
4674
$176K ﹤0.01%
13,726
-1,799
4675
$176K ﹤0.01%
32,141
-13,167