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
5126
$70K ﹤0.01%
1,317
-349
5127
$70K ﹤0.01%
8,584
-2,170
5128
$70K ﹤0.01%
6,294
-4,986
5129
$70K ﹤0.01%
+5,000
5130
$69K ﹤0.01%
2,305
-148
5131
$69K ﹤0.01%
1,879
-232
5132
$69K ﹤0.01%
10,911
+77
5133
$69K ﹤0.01%
13,021
-19,514
5134
$69K ﹤0.01%
9,584
-322,504
5135
$69K ﹤0.01%
7,176
-1,272
5136
$68K ﹤0.01%
4,541
-641
5137
$68K ﹤0.01%
2,547
-368
5138
$68K ﹤0.01%
5,198
+2,978
5139
$68K ﹤0.01%
11,995
-17,604
5140
$68K ﹤0.01%
13,997
-11,253
5141
$68K ﹤0.01%
59,233
+9,794
5142
$68K ﹤0.01%
128,580
+76,334
5143
$67K ﹤0.01%
10,089
-4,841
5144
$67K ﹤0.01%
3,330
-16,093
5145
$67K ﹤0.01%
168
-3,058
5146
$67K ﹤0.01%
6,787
-6,237
5147
$67K ﹤0.01%
10,593
-1,408
5148
$67K ﹤0.01%
5,473
-13,063
5149
$66K ﹤0.01%
+1,340
5150
$66K ﹤0.01%
2,271
-483