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
5076
$77K ﹤0.01%
4,775
5077
$77K ﹤0.01%
7,534
-24,000
5078
$77K ﹤0.01%
27,043
-4,140
5079
$77K ﹤0.01%
48,220
-31,206
5080
$76K ﹤0.01%
896
+895
5081
$76K ﹤0.01%
22,744
+8,395
5082
$76K ﹤0.01%
14,791
-14,714
5083
$75K ﹤0.01%
1,127
-3,277
5084
$75K ﹤0.01%
5,345
-3,045
5085
$75K ﹤0.01%
4,800
+892
5086
$75K ﹤0.01%
13,667
-14,679
5087
$75K ﹤0.01%
49,670
-159,222
5088
$75K ﹤0.01%
19,153
-55,312
5089
$75K ﹤0.01%
4,352
-15,917
5090
$75K ﹤0.01%
3,301
+1,760
5091
$75K ﹤0.01%
10,988
5092
$75K ﹤0.01%
9,991
-3,596
5093
$75K ﹤0.01%
8,076
-2,897
5094
$75K ﹤0.01%
6,221
-1,398
5095
$74K ﹤0.01%
3,765
-322
5096
$74K ﹤0.01%
2,801
-2,370,886
5097
$74K ﹤0.01%
10,776
-2,607
5098
$74K ﹤0.01%
7,841
-18,961
5099
$74K ﹤0.01%
1,823
+405
5100
$74K ﹤0.01%
1,386
+600