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
4726
$159K ﹤0.01%
34,559
-473
4727
$159K ﹤0.01%
3,332
-139
4728
$158K ﹤0.01%
121,518
-87,520
4729
$158K ﹤0.01%
8,327
-2,904
4730
$158K ﹤0.01%
8,065
+391
4731
$157K ﹤0.01%
5,096
-26,132
4732
$157K ﹤0.01%
6,514
-4,103
4733
$157K ﹤0.01%
40,503
-7,410
4734
$157K ﹤0.01%
21,148
+14,111
4735
$157K ﹤0.01%
20,434
+8
4736
$157K ﹤0.01%
19,892
-4,284
4737
$157K ﹤0.01%
2,823
-140
4738
$156K ﹤0.01%
22,794
-4,972
4739
$156K ﹤0.01%
5,849
+5,078
4740
$156K ﹤0.01%
62,772
+59,127
4741
$156K ﹤0.01%
8,822
-537
4742
$155K ﹤0.01%
9,069
+2,968
4743
$155K ﹤0.01%
10,820
-1,953
4744
$155K ﹤0.01%
10,678
+1,500
4745
$155K ﹤0.01%
5,303
+189
4746
$155K ﹤0.01%
5,900
4747
$155K ﹤0.01%
6,016
+14
4748
$154K ﹤0.01%
91,802
-17,105
4749
$154K ﹤0.01%
29,276
-2,059
4750
$153K ﹤0.01%
23,048
-18,259