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
4176
$425K ﹤0.01%
12,485
+8,280
4177
$424K ﹤0.01%
15,834
-13,512
4178
$424K ﹤0.01%
12,668
+8,355
4179
$424K ﹤0.01%
32,816
-1,207
4180
$422K ﹤0.01%
9,885
+9,385
4181
$422K ﹤0.01%
37,749
+19,984
4182
$421K ﹤0.01%
20,287
-11,350
4183
$421K ﹤0.01%
52,132
-36,865
4184
$421K ﹤0.01%
13,710
-226
4185
$420K ﹤0.01%
19,078
-31,412
4186
$420K ﹤0.01%
12,201
-2,726
4187
$419K ﹤0.01%
14,380
-1,123
4188
$419K ﹤0.01%
24,520
-22,788
4189
$419K ﹤0.01%
106,797
+88,360
4190
$418K ﹤0.01%
28,300
+8,617
4191
$418K ﹤0.01%
16,187
-2,064
4192
$418K ﹤0.01%
24,366
-6,727
4193
$418K ﹤0.01%
29,513
-43,404
4194
$417K ﹤0.01%
58,829
-46,563
4195
$416K ﹤0.01%
31,047
-1,692
4196
$416K ﹤0.01%
47,891
-4,643
4197
$416K ﹤0.01%
367,634
-227,386
4198
$415K ﹤0.01%
130,473
-19,280
4199
$414K ﹤0.01%
22,551
+3,207
4200
$414K ﹤0.01%
27,324
-1,191