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
4101
$485K ﹤0.01%
64,220
-982
4102
$484K ﹤0.01%
44,286
+25,092
4103
$482K ﹤0.01%
25,630
+270
4104
$479K ﹤0.01%
91,231
+59,763
4105
$478K ﹤0.01%
21,685
+2,221
4106
$477K ﹤0.01%
18,646
+16,488
4107
$476K ﹤0.01%
26,750
-27,508
4108
$476K ﹤0.01%
29,144
-157
4109
$476K ﹤0.01%
234,223
+202,109
4110
$476K ﹤0.01%
36,767
+705
4111
$474K ﹤0.01%
46,837
-35,432
4112
$473K ﹤0.01%
+11,680
4113
$472K ﹤0.01%
4,154
+3,575
4114
$472K ﹤0.01%
32,875
4115
$471K ﹤0.01%
47,513
+9,853
4116
$470K ﹤0.01%
8,642
-278
4117
$467K ﹤0.01%
18,465
+14,722
4118
$467K ﹤0.01%
33,761
+2,358
4119
$467K ﹤0.01%
252,959
+185,146
4120
$466K ﹤0.01%
3,751
-1,471
4121
$465K ﹤0.01%
38,551
-1,014
4122
$464K ﹤0.01%
43,306
-19,276
4123
$463K ﹤0.01%
4,397
-248
4124
$462K ﹤0.01%
7,363
-391
4125
$462K ﹤0.01%
15,684
-204