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
3926
$617K ﹤0.01%
34,843
-3,537
3927
$616K ﹤0.01%
57,106
-11,058
3928
$615K ﹤0.01%
10,208
-11,285
3929
$615K ﹤0.01%
13,157
+8,098
3930
$614K ﹤0.01%
23,471
+1,746
3931
$614K ﹤0.01%
175,741
+74,500
3932
$613K ﹤0.01%
30,373
-5,510
3933
$612K ﹤0.01%
35,127
-2,631
3934
$612K ﹤0.01%
1,995
+1,856
3935
$612K ﹤0.01%
21,563
-698
3936
$610K ﹤0.01%
23,382
-9,169
3937
$604K ﹤0.01%
20,864
+4,306
3938
$603K ﹤0.01%
82,704
-8,520
3939
$602K ﹤0.01%
101,499
+86,000
3940
$600K ﹤0.01%
116,147
+17,817
3941
$597K ﹤0.01%
28,528
-7,861
3942
$597K ﹤0.01%
613,400
+217,011
3943
$594K ﹤0.01%
31,673
+18,798
3944
$594K ﹤0.01%
243,623
-36,876
3945
$590K ﹤0.01%
30,747
-573
3946
$590K ﹤0.01%
26,730
-6,000
3947
$588K ﹤0.01%
20,270
-5,230
3948
$587K ﹤0.01%
243,747
+123,464
3949
$586K ﹤0.01%
32,774
+6,796
3950
$586K ﹤0.01%
43,789
-7,819