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
4776
$145K ﹤0.01%
12,232
-550
4777
$145K ﹤0.01%
53,951
+53,922
4778
$144K ﹤0.01%
9,533
+135
4779
$143K ﹤0.01%
+2
4780
$143K ﹤0.01%
5,844
-18
4781
$143K ﹤0.01%
19,760
-8,016
4782
$143K ﹤0.01%
12,608
+1,524
4783
$142K ﹤0.01%
39,758
+18,818
4784
$142K ﹤0.01%
35,201
+4,686
4785
$142K ﹤0.01%
2,061
-444
4786
$141K ﹤0.01%
+5,514
4787
$141K ﹤0.01%
11,895
+8,907
4788
$140K ﹤0.01%
56,490
-32,592
4789
$140K ﹤0.01%
14,950
-41,372
4790
$140K ﹤0.01%
5,912
-775
4791
$140K ﹤0.01%
14,615
-710
4792
$140K ﹤0.01%
9,689
-3,074
4793
$140K ﹤0.01%
16,017
-8,431
4794
$139K ﹤0.01%
25,039
-5,843
4795
$139K ﹤0.01%
18,641
-2,957
4796
$139K ﹤0.01%
85,286
-24,661
4797
$138K ﹤0.01%
5,717
-1,434
4798
$138K ﹤0.01%
22,580
+2,601
4799
$138K ﹤0.01%
+12,930
4800
$138K ﹤0.01%
+7,672