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
3826
$728K ﹤0.01%
14,771
-8,578
3827
$727K ﹤0.01%
44,559
-78,563
3828
$727K ﹤0.01%
25,027
+5,886
3829
$726K ﹤0.01%
45,298
-14
3830
$719K ﹤0.01%
53,155
-11,663
3831
$719K ﹤0.01%
28,401
+3,682
3832
$718K ﹤0.01%
73,839
-18,753
3833
$716K ﹤0.01%
50,596
+18,023
3834
$714K ﹤0.01%
50,349
+50,279
3835
$712K ﹤0.01%
54,202
-8,421
3836
$710K ﹤0.01%
20,810
-10,380
3837
$709K ﹤0.01%
65,366
+14,300
3838
$707K ﹤0.01%
167,063
-52,270
3839
$705K ﹤0.01%
39,910
-792
3840
$703K ﹤0.01%
42,514
+3,582
3841
$703K ﹤0.01%
30,653
+702
3842
$702K ﹤0.01%
110,288
+4,694
3843
$702K ﹤0.01%
22,599
-2,415
3844
$701K ﹤0.01%
105,281
+27,821
3845
$701K ﹤0.01%
148,921
+92,632
3846
$701K ﹤0.01%
13,162
-1,559
3847
$701K ﹤0.01%
91,780
+4,316
3848
$700K ﹤0.01%
18,439
-4,279
3849
$700K ﹤0.01%
8,538
-5,499
3850
$699K ﹤0.01%
59,546
-3,961