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
4876
$120K ﹤0.01%
4,420
+4,120
4877
$120K ﹤0.01%
13,337
-3,905
4878
$120K ﹤0.01%
26,981
-13,939
4879
$119K ﹤0.01%
18,286
+2,999
4880
$119K ﹤0.01%
17,295
-1,380
4881
$119K ﹤0.01%
5,871
-1,382
4882
$119K ﹤0.01%
17,281
-868
4883
$118K ﹤0.01%
13,083
-3,277
4884
$118K ﹤0.01%
+24,550
4885
$118K ﹤0.01%
19,393
-1,248
4886
$118K ﹤0.01%
1,693
-276
4887
$118K ﹤0.01%
12,045
+2,483
4888
$117K ﹤0.01%
+2,138
4889
$117K ﹤0.01%
7,498
-909
4890
$117K ﹤0.01%
4,788
+984
4891
$117K ﹤0.01%
12,305
-227,529
4892
$117K ﹤0.01%
7,895
+7
4893
$116K ﹤0.01%
24,653
-9,983
4894
$116K ﹤0.01%
3,621
+1,060
4895
$116K ﹤0.01%
7,579
-1,710
4896
$116K ﹤0.01%
11,993
-4,770
4897
$116K ﹤0.01%
2,208
-1,053
4898
$116K ﹤0.01%
26,192
+6,000
4899
$115K ﹤0.01%
2,387
+611
4900
$115K ﹤0.01%
1,650
-439