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
5176
$63K ﹤0.01%
1,649
+686
5177
$63K ﹤0.01%
5,670
+1,981
5178
$63K ﹤0.01%
3,434
-2,081
5179
$63K ﹤0.01%
1,563
+35
5180
$62K ﹤0.01%
5,628
-5,572
5181
$62K ﹤0.01%
1,268
-852
5182
$62K ﹤0.01%
8,511
-723
5183
$62K ﹤0.01%
650
5184
$62K ﹤0.01%
1,973
-275
5185
$62K ﹤0.01%
6,851
+1,711
5186
$62K ﹤0.01%
2,569
+2,069
5187
$62K ﹤0.01%
10,380
-15,507
5188
$61K ﹤0.01%
504
-278
5189
$61K ﹤0.01%
7,223
-2,712
5190
$61K ﹤0.01%
7,518
-17,492
5191
$61K ﹤0.01%
3,317
-18,493
5192
$61K ﹤0.01%
7,288
-1,000
5193
$61K ﹤0.01%
2,492
-322
5194
$61K ﹤0.01%
595
-110
5195
$61K ﹤0.01%
13,230
+626
5196
$60K ﹤0.01%
5,763
+373
5197
$60K ﹤0.01%
+6,552
5198
$60K ﹤0.01%
2,296
-229
5199
$60K ﹤0.01%
4,296
-239
5200
$59K ﹤0.01%
4,978
+546