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
5001
$96K ﹤0.01%
2,800
-14
5002
$96K ﹤0.01%
9
+4
5003
$95K ﹤0.01%
5,250
5004
$95K ﹤0.01%
+6,139
5005
$95K ﹤0.01%
16,674
-11,811
5006
$95K ﹤0.01%
6,124
-1,578
5007
$95K ﹤0.01%
9,755
-744
5008
$95K ﹤0.01%
+11,391
5009
$94K ﹤0.01%
2,595
-456
5010
$94K ﹤0.01%
20,708
-2,684
5011
$94K ﹤0.01%
4,866
-6,992
5012
$94K ﹤0.01%
36,000
+10,000
5013
$94K ﹤0.01%
4,200
5014
$94K ﹤0.01%
3,085
5015
$94K ﹤0.01%
2,976
+79
5016
$94K ﹤0.01%
12,332
-134,068
5017
$93K ﹤0.01%
53,568
+500
5018
$93K ﹤0.01%
+10,570
5019
$92K ﹤0.01%
12,212
-8,851
5020
$92K ﹤0.01%
6,897
+2,595
5021
$92K ﹤0.01%
1,889
-779
5022
$92K ﹤0.01%
1,241
-972
5023
$91K ﹤0.01%
26,516
+15,408
5024
$91K ﹤0.01%
2,125
-9,900
5025
$91K ﹤0.01%
772
-464