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
4051
$514K ﹤0.01%
31,608
+28,740
4052
$514K ﹤0.01%
+50,100
4053
$512K ﹤0.01%
4,406
+2,683
4054
$511K ﹤0.01%
37,753
-328
4055
$511K ﹤0.01%
18,192
+9,220
4056
$510K ﹤0.01%
10,800
-34,851
4057
$510K ﹤0.01%
23,787
-34,042
4058
$510K ﹤0.01%
+50,000
4059
$508K ﹤0.01%
33,031
-943
4060
$508K ﹤0.01%
37,100
+16,351
4061
$507K ﹤0.01%
6,723
-9,197
4062
$506K ﹤0.01%
29,518
-7,427
4063
$506K ﹤0.01%
+19,028
4064
$506K ﹤0.01%
33,450
-125
4065
$505K ﹤0.01%
2,070
-116
4066
$505K ﹤0.01%
+50,000
4067
$504K ﹤0.01%
73,711
+932
4068
$504K ﹤0.01%
50,428
+19,131
4069
$504K ﹤0.01%
+50,001
4070
$503K ﹤0.01%
143,065
-59,847
4071
$503K ﹤0.01%
44,599
-9,553
4072
$502K ﹤0.01%
62,934
-2,499
4073
$502K ﹤0.01%
411,053
-110,172
4074
$501K ﹤0.01%
5,416
4075
$500K ﹤0.01%
23,972
+8,314