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
4826
$130K ﹤0.01%
10,657
-2,264
4827
$130K ﹤0.01%
7,005
-3,380
4828
$130K ﹤0.01%
3,262
-400
4829
$130K ﹤0.01%
24,571
-43,009
4830
$130K ﹤0.01%
85,975
-17,030
4831
$129K ﹤0.01%
3,917
+407
4832
$129K ﹤0.01%
10,992
-2,504
4833
$129K ﹤0.01%
25,336
-2,911
4834
$129K ﹤0.01%
5,598
-3,054
4835
$129K ﹤0.01%
19,848
-47,630
4836
$129K ﹤0.01%
11,099
-10,445
4837
$129K ﹤0.01%
3,782
-16,630
4838
$128K ﹤0.01%
10,824
-1,538
4839
$128K ﹤0.01%
9,912
-1,064
4840
$128K ﹤0.01%
16,009
-1,889
4841
$128K ﹤0.01%
22,411
+1,524
4842
$128K ﹤0.01%
13,678
+11,000
4843
$128K ﹤0.01%
10,091
-2,205
4844
$127K ﹤0.01%
9,859
-1,202
4845
$127K ﹤0.01%
31,885
+9,253
4846
$127K ﹤0.01%
16,474
-1,264
4847
$127K ﹤0.01%
10,794
-2,950
4848
$126K ﹤0.01%
12,088
-40,432
4849
$126K ﹤0.01%
5,236
-502
4850
$126K ﹤0.01%
2,028
-2,005