Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
6001
$1K ﹤0.01%
72
+51
6002
$1K ﹤0.01%
215
-5,800
6003
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233
-11,767
6004
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+9
6005
$1K ﹤0.01%
2,918
+2,865
6006
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1,000
-129
6007
$1K ﹤0.01%
+161
6008
$1K ﹤0.01%
1,200
-5,886
6009
$1K ﹤0.01%
73
-51
6010
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20,000
6011
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500
6012
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300
-16,189
6013
$1K ﹤0.01%
503
-68
6014
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8
-2
6015
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963
-120
6016
$1K ﹤0.01%
217
-72
6017
$1K ﹤0.01%
38
6018
$1K ﹤0.01%
3,500
+1,500
6019
$1K ﹤0.01%
+156
6020
$1K ﹤0.01%
675
+175
6021
-208
6022
-8
6023
-150
6024
$0 ﹤0.01%
+100
6025
$0 ﹤0.01%
+1,057