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
5426
$29K ﹤0.01%
2,580
-340
5427
$29K ﹤0.01%
1,436
-228
5428
$29K ﹤0.01%
1,150
-25
5429
$29K ﹤0.01%
1,388
-133
5430
$29K ﹤0.01%
10,290
-18,805
5431
$29K ﹤0.01%
1,828
+206
5432
$28K ﹤0.01%
2,340
+1,053
5433
$28K ﹤0.01%
2,700
+987
5434
$28K ﹤0.01%
339
-403
5435
$27K ﹤0.01%
+43
5436
$27K ﹤0.01%
+1,077
5437
$27K ﹤0.01%
318
-3
5438
$27K ﹤0.01%
1,162
+80
5439
$27K ﹤0.01%
39,492
-26,218
5440
$27K ﹤0.01%
17,005
+34
5441
$27K ﹤0.01%
4,066
+2,024
5442
$27K ﹤0.01%
3,354
-5,294
5443
$27K ﹤0.01%
4,133
-2,196
5444
$26K ﹤0.01%
317
-1,881
5445
$26K ﹤0.01%
+215
5446
$26K ﹤0.01%
2,065
-1,854
5447
$26K ﹤0.01%
19,677
5448
$26K ﹤0.01%
28,696
+27,900
5449
$26K ﹤0.01%
1,400
+24
5450
$26K ﹤0.01%
+3,568