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
4901
$115K ﹤0.01%
1,490
-318
4902
$114K ﹤0.01%
5,615
-3,711
4903
$114K ﹤0.01%
47,870
-6,908
4904
$114K ﹤0.01%
19,537
-7,560
4905
$113K ﹤0.01%
16,969
-2,144
4906
$113K ﹤0.01%
2,303
+85
4907
$113K ﹤0.01%
27,107
-5,984
4908
$113K ﹤0.01%
8,292
-13
4909
$113K ﹤0.01%
6,217
-10,448
4910
$113K ﹤0.01%
8,185
+20
4911
$113K ﹤0.01%
4,513
-10
4912
$112K ﹤0.01%
10,612
-9,087
4913
$112K ﹤0.01%
+3,718
4914
$112K ﹤0.01%
22,403
+4,678
4915
$112K ﹤0.01%
17,241
-11,363
4916
$112K ﹤0.01%
8,383
-9,020
4917
$112K ﹤0.01%
27,583
+21,554
4918
$111K ﹤0.01%
3,495
-1,707
4919
$111K ﹤0.01%
15,840
4920
$111K ﹤0.01%
1,340
4921
$111K ﹤0.01%
41,746
+21,699
4922
$111K ﹤0.01%
36,907
-15,945
4923
$111K ﹤0.01%
674
-402
4924
$111K ﹤0.01%
8,771
-4,536
4925
$111K ﹤0.01%
2,006
-1