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
4976
$101K ﹤0.01%
+3,374
4977
$101K ﹤0.01%
6,645
+3,116
4978
$100K ﹤0.01%
8,980
+5
4979
$100K ﹤0.01%
3,689
-1,799
4980
$100K ﹤0.01%
10,580
+6,508
4981
$100K ﹤0.01%
31,075
-7,933
4982
$99K ﹤0.01%
5,856
+3,021
4983
$99K ﹤0.01%
2,998
-1,160
4984
$99K ﹤0.01%
1,742
+86
4985
$99K ﹤0.01%
27,881
-8,065
4986
$99K ﹤0.01%
3,648
+421
4987
$99K ﹤0.01%
3,047
-7,906
4988
$98K ﹤0.01%
10,532
-2,147
4989
$98K ﹤0.01%
19,500
+2,995
4990
$98K ﹤0.01%
90,000
4991
$98K ﹤0.01%
39,933
+5,991
4992
$98K ﹤0.01%
8,033
-7,803
4993
$98K ﹤0.01%
2,528
-2
4994
$98K ﹤0.01%
7,444
-981
4995
$97K ﹤0.01%
7,677
-1,384
4996
$97K ﹤0.01%
7,741
-1,359
4997
$97K ﹤0.01%
17,443
-13,031
4998
$96K ﹤0.01%
7,455
-2,238
4999
$96K ﹤0.01%
8,857
-4,502
5000
$96K ﹤0.01%
8,042
+2,197