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
4126
$461K ﹤0.01%
42,509
-19,114
4127
$461K ﹤0.01%
144,090
-155,758
4128
$460K ﹤0.01%
14,852
-151
4129
$459K ﹤0.01%
14,712
-1,380
4130
$459K ﹤0.01%
21,417
-5,456
4131
$458K ﹤0.01%
123,936
-16,296
4132
$457K ﹤0.01%
15,456
-1,380
4133
$454K ﹤0.01%
104,861
-298,208
4134
$453K ﹤0.01%
4,294
-2,161
4135
$453K ﹤0.01%
32,567
-12,109
4136
$453K ﹤0.01%
121,684
+67,036
4137
$452K ﹤0.01%
4,630
4138
$451K ﹤0.01%
201,505
-3,202
4139
$451K ﹤0.01%
118,862
-22,210
4140
$451K ﹤0.01%
33,195
+6,327
4141
$450K ﹤0.01%
11,243
-109
4142
$449K ﹤0.01%
16,438
-53
4143
$449K ﹤0.01%
93,728
-3,525
4144
$449K ﹤0.01%
40,162
-37,388
4145
$448K ﹤0.01%
460,175
-384,734
4146
$448K ﹤0.01%
15,623
-1,256
4147
$446K ﹤0.01%
18,247
-10,266
4148
$445K ﹤0.01%
69,816
+14,292
4149
$445K ﹤0.01%
12,821
-205
4150
$444K ﹤0.01%
15,729
+7,178