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
5601
$13K ﹤0.01%
2,100
-1,900
5602
$13K ﹤0.01%
3,183
-132
5603
$13K ﹤0.01%
6,000
-1,114
5604
$13K ﹤0.01%
400
5605
$13K ﹤0.01%
5,250
+993
5606
$12K ﹤0.01%
+286
5607
$12K ﹤0.01%
500
+367
5608
$12K ﹤0.01%
5,173
-9,431
5609
$12K ﹤0.01%
1,382
+1
5610
$12K ﹤0.01%
1,003
+1
5611
$12K ﹤0.01%
+487
5612
$12K ﹤0.01%
12,964
-153,643
5613
$12K ﹤0.01%
934
-9,751
5614
$12K ﹤0.01%
3,779
-3,832
5615
$12K ﹤0.01%
140
-4,725
5616
$12K ﹤0.01%
6,019
+6,014
5617
$12K ﹤0.01%
310
-100
5618
$12K ﹤0.01%
1,420
-27,633
5619
$12K ﹤0.01%
3,818
+171
5620
$12K ﹤0.01%
1,922
-106
5621
$12K ﹤0.01%
640
5622
$12K ﹤0.01%
918
5623
$12K ﹤0.01%
3,084
-3,125
5624
$12K ﹤0.01%
311
-37
5625
$12K ﹤0.01%
279