Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.08%
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 +$4.87B
2 +$2.25B
3 +$739M
4
VEA icon
Vanguard FTSE Developed Markets ETF
VEA
+$649M
5
MBB icon
iShares MBS ETF
MBB
+$582M

Top Sells

1 +$1.61B
2 +$991M
3 +$848M
4
JPM icon
JPMorgan Chase
JPM
+$625M
5
PDD icon
Pinduoduo
PDD
+$609M

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
3801
$752K ﹤0.01%
36,492
-61,780
3802
$749K ﹤0.01%
15,549
+2,400
3803
$749K ﹤0.01%
131,712
-19,694
3804
$748K ﹤0.01%
75,857
+12,504
3805
$747K ﹤0.01%
760,216
-862,229
3806
$747K ﹤0.01%
12,626
-1,385
3807
$746K ﹤0.01%
103,368
-2,817
3808
$746K ﹤0.01%
102,143
+6,213
3809
$745K ﹤0.01%
46,629
-17
3810
$745K ﹤0.01%
66,959
+2,454
3811
$744K ﹤0.01%
49,047
+46,421
3812
$744K ﹤0.01%
107,083
+23,577
3813
$744K ﹤0.01%
20,775
+13,487
3814
$743K ﹤0.01%
36,884
-32,543
3815
$742K ﹤0.01%
12,131
-1,187
3816
$741K ﹤0.01%
84,534
+8,151
3817
$741K ﹤0.01%
30,715
+2,392
3818
$736K ﹤0.01%
27,660
+11,247
3819
$733K ﹤0.01%
38,966
-21,956
3820
$733K ﹤0.01%
12,274
-919
3821
$733K ﹤0.01%
12,746
-4,744
3822
$731K ﹤0.01%
75,759
+31,439
3823
$731K ﹤0.01%
24,487
+13,194
3824
$731K ﹤0.01%
16,373
+14,772
3825
$730K ﹤0.01%
51,197
-6,807