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
3901
$640K ﹤0.01%
16,392
-2,079
3902
$639K ﹤0.01%
13,123
+5,143
3903
$638K ﹤0.01%
84,276
+23,772
3904
$638K ﹤0.01%
75,994
+366
3905
$638K ﹤0.01%
51,196
-16,121
3906
$638K ﹤0.01%
28,900
-42,160
3907
$635K ﹤0.01%
64,661
-994
3908
$635K ﹤0.01%
244,258
+171,036
3909
$634K ﹤0.01%
49,288
+10,353
3910
$633K ﹤0.01%
+27,068
3911
$633K ﹤0.01%
37,048
-17,865
3912
$632K ﹤0.01%
16,351
+6,478
3913
$631K ﹤0.01%
56,659
-5,054
3914
$631K ﹤0.01%
431,876
-1,604,203
3915
$630K ﹤0.01%
51,471
+2,274
3916
$630K ﹤0.01%
15,539
+1,367
3917
$624K ﹤0.01%
68,909
-9,545
3918
$623K ﹤0.01%
51,642
-7,969
3919
$623K ﹤0.01%
65,518
-4,732
3920
$623K ﹤0.01%
13,825
-3,655
3921
$622K ﹤0.01%
48,561
+208
3922
$621K ﹤0.01%
4,914
-562
3923
$620K ﹤0.01%
7,088
+1,039
3924
$620K ﹤0.01%
39,935
-61,810
3925
$618K ﹤0.01%
47,132
-77,920