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
4701
$167K ﹤0.01%
15,012
-1,736
4702
$165K ﹤0.01%
2,561
+1,775
4703
$165K ﹤0.01%
8,051
-3,053
4704
$165K ﹤0.01%
14,503
-4,066
4705
$165K ﹤0.01%
1,007
+218
4706
$165K ﹤0.01%
+7,088
4707
$164K ﹤0.01%
20,389
-4,446
4708
$164K ﹤0.01%
5,745
-760
4709
$164K ﹤0.01%
35,234
+4,147
4710
$163K ﹤0.01%
20,490
+830
4711
$162K ﹤0.01%
21,083
-9,414
4712
$162K ﹤0.01%
12,735
4713
$162K ﹤0.01%
6,585
-242
4714
$162K ﹤0.01%
22,636
-13,876
4715
$161K ﹤0.01%
26,640
-1,275
4716
$160K ﹤0.01%
11,746
-123
4717
$160K ﹤0.01%
9,666
-8,252
4718
$160K ﹤0.01%
37,237
+31,722
4719
$160K ﹤0.01%
5,213
-929
4720
$160K ﹤0.01%
17,916
-15,233
4721
$160K ﹤0.01%
11,224
-6,408
4722
$159K ﹤0.01%
14,879
-2,630
4723
$159K ﹤0.01%
2,237
+2,228
4724
$159K ﹤0.01%
5,040
+2,010
4725
$159K ﹤0.01%
12,854
-1,077