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
5401
$32K ﹤0.01%
664
-661
5402
$32K ﹤0.01%
2,730
5403
$31K ﹤0.01%
4,912
-7,857
5404
$31K ﹤0.01%
347
+230
5405
$31K ﹤0.01%
2,472
-818
5406
$31K ﹤0.01%
2,979
-832
5407
$31K ﹤0.01%
125
5408
$31K ﹤0.01%
6,870
-1,707
5409
$31K ﹤0.01%
5,462
+2,172
5410
$31K ﹤0.01%
475
5411
$31K ﹤0.01%
+1,600
5412
$31K ﹤0.01%
1,661
-697
5413
$31K ﹤0.01%
5,917
+1,358
5414
$30K ﹤0.01%
1,085
-55
5415
$30K ﹤0.01%
+1,700
5416
$30K ﹤0.01%
1,193
5417
$30K ﹤0.01%
7,870
-4,175
5418
$30K ﹤0.01%
14,296
-5,284
5419
$30K ﹤0.01%
+786
5420
$30K ﹤0.01%
4,020
+81
5421
$30K ﹤0.01%
1,778
-1,758
5422
$30K ﹤0.01%
5,214
-8,556
5423
$29K ﹤0.01%
1,591
-599
5424
$29K ﹤0.01%
+85
5425
$29K ﹤0.01%
3,667
-12,665