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
5026
$90K ﹤0.01%
19,024
+1,533
5027
$90K ﹤0.01%
40,004
5028
$90K ﹤0.01%
+6,279
5029
$89K ﹤0.01%
5,555
-932
5030
$89K ﹤0.01%
16,144
-17,158
5031
$89K ﹤0.01%
7,773
5032
$89K ﹤0.01%
11,377
-23,161
5033
$89K ﹤0.01%
2,417
+481
5034
$89K ﹤0.01%
4,144
-295
5035
$89K ﹤0.01%
3,675
-696
5036
$88K ﹤0.01%
103,665
-11,713
5037
$88K ﹤0.01%
1,925
5038
$88K ﹤0.01%
39,552
-118,844
5039
$87K ﹤0.01%
2,722
-289
5040
$87K ﹤0.01%
2,000
-2,484
5041
$87K ﹤0.01%
26,002
5042
$87K ﹤0.01%
78,917
-83,850
5043
$86K ﹤0.01%
3,578
-3,040
5044
$86K ﹤0.01%
16,733
-1,567
5045
$86K ﹤0.01%
7,192
-2,332
5046
$86K ﹤0.01%
12,017
-28,109
5047
$85K ﹤0.01%
2,132
-204
5048
$85K ﹤0.01%
1,404
-1,688
5049
$85K ﹤0.01%
6,935
+3,491
5050
$85K ﹤0.01%
3,394
-265