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
4851
$126K ﹤0.01%
3,524
-2,966
4852
$126K ﹤0.01%
5,110
-3,806
4853
$125K ﹤0.01%
20,703
-15,851
4854
$125K ﹤0.01%
8,609
-51
4855
$125K ﹤0.01%
6,811
-5,235
4856
$125K ﹤0.01%
18,555
-2,698
4857
$124K ﹤0.01%
9,701
-1,332
4858
$124K ﹤0.01%
14,980
-476
4859
$124K ﹤0.01%
10,406
+194
4860
$124K ﹤0.01%
685
+665
4861
$124K ﹤0.01%
2,357
-3,990
4862
$124K ﹤0.01%
23,000
-24,152
4863
$123K ﹤0.01%
+9,501
4864
$122K ﹤0.01%
4,865
-1,059
4865
$122K ﹤0.01%
9,443
+4,886
4866
$122K ﹤0.01%
38,671
-9,920
4867
$121K ﹤0.01%
7,250
4868
$121K ﹤0.01%
2,160
-160
4869
$121K ﹤0.01%
3,209
-1,298
4870
$120K ﹤0.01%
5,975
-1,149
4871
$120K ﹤0.01%
17,325
+430
4872
$120K ﹤0.01%
465
-2,394
4873
$120K ﹤0.01%
10,317
-907
4874
$120K ﹤0.01%
14,152
-344
4875
$120K ﹤0.01%
13,267
+3,530