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
4751
$153K ﹤0.01%
1,013
-383
4752
$153K ﹤0.01%
11,915
4753
$153K ﹤0.01%
4,724
-6,743
4754
$152K ﹤0.01%
7,268
+205
4755
$152K ﹤0.01%
59,745
-27,296
4756
$152K ﹤0.01%
19,651
+1,465
4757
$152K ﹤0.01%
6,605
+2,547
4758
$152K ﹤0.01%
4,912
-20
4759
$152K ﹤0.01%
39,630
-1,889
4760
$152K ﹤0.01%
9,210
-3,826
4761
$151K ﹤0.01%
13,316
-20,169
4762
$151K ﹤0.01%
6,248
-1,123
4763
$151K ﹤0.01%
27,288
-20,274
4764
$150K ﹤0.01%
+89
4765
$150K ﹤0.01%
12,142
-1,283
4766
$149K ﹤0.01%
5,156
+771
4767
$148K ﹤0.01%
11,469
-12,607
4768
$148K ﹤0.01%
92,683
-314,156
4769
$148K ﹤0.01%
9,470
-5,130
4770
$147K ﹤0.01%
9,735
-209,190
4771
$147K ﹤0.01%
22,311
-3,056
4772
$147K ﹤0.01%
9,492
+367
4773
$146K ﹤0.01%
8,604
-7,640
4774
$146K ﹤0.01%
9,915
-1,802
4775
$145K ﹤0.01%
2,468
-446