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
5151
$66K ﹤0.01%
3,193
-4,527
5152
$66K ﹤0.01%
2,903
-1,991
5153
$66K ﹤0.01%
5,938
-2,700
5154
$66K ﹤0.01%
2,847
+513
5155
$66K ﹤0.01%
827
-752
5156
$66K ﹤0.01%
925
5157
$66K ﹤0.01%
1,425
-1,226
5158
$66K ﹤0.01%
27,000
-50,499
5159
$66K ﹤0.01%
6,503
+2
5160
$65K ﹤0.01%
2,467
5161
$65K ﹤0.01%
2,575
-175
5162
$65K ﹤0.01%
2,181
-20
5163
$65K ﹤0.01%
6,060
-6,352
5164
$65K ﹤0.01%
3,946
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5165
$65K ﹤0.01%
9,341
+4,476
5166
$65K ﹤0.01%
775
-21,832
5167
$64K ﹤0.01%
4,891
-5,802
5168
$64K ﹤0.01%
986
-20
5169
$64K ﹤0.01%
2,012
-3,241
5170
$64K ﹤0.01%
6,094
+3,783
5171
$63K ﹤0.01%
1,990
-261
5172
$63K ﹤0.01%
26,912
-4,193
5173
$63K ﹤0.01%
3,283
+220
5174
$63K ﹤0.01%
2,262
-760
5175
$63K ﹤0.01%
11,833
-1,429