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
4926
$111K ﹤0.01%
4,512
-4,164
4927
$110K ﹤0.01%
+1,400
4928
$110K ﹤0.01%
5,786
+247
4929
$110K ﹤0.01%
1,780
4930
$110K ﹤0.01%
10,968
-13,817
4931
$110K ﹤0.01%
22,587
-3,239
4932
$110K ﹤0.01%
6,732
-444
4933
$109K ﹤0.01%
8,162
-1,074
4934
$109K ﹤0.01%
5,258
-2,051
4935
$109K ﹤0.01%
7,140
-17,132
4936
$109K ﹤0.01%
4,995
4937
$109K ﹤0.01%
10,369
-156
4938
$108K ﹤0.01%
7,699
-5,747
4939
$108K ﹤0.01%
12,249
+6,841
4940
$108K ﹤0.01%
1,310
4941
$108K ﹤0.01%
4,602
+3,602
4942
$108K ﹤0.01%
25,148
+21,553
4943
$107K ﹤0.01%
7,719
-11,875
4944
$107K ﹤0.01%
+3,339
4945
$107K ﹤0.01%
8,222
+35
4946
$107K ﹤0.01%
15,499
-2,000
4947
$107K ﹤0.01%
1,400
4948
$107K ﹤0.01%
5,218
-1,959
4949
$107K ﹤0.01%
9,831
-1,570
4950
$106K ﹤0.01%
5,031
-387