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
4226
$399K ﹤0.01%
16,980
-2,415
4227
$398K ﹤0.01%
41,546
-19,907
4228
$398K ﹤0.01%
16,291
+4,978
4229
$397K ﹤0.01%
5,456
+788
4230
$397K ﹤0.01%
8,663
-3,167
4231
$395K ﹤0.01%
21,614
-25,765
4232
$394K ﹤0.01%
12,884
+12,810
4233
$393K ﹤0.01%
13,334
-4,010
4234
$393K ﹤0.01%
11,463
+195
4235
$392K ﹤0.01%
59,022
+27,941
4236
$392K ﹤0.01%
143,412
-14,538
4237
$392K ﹤0.01%
22,162
+6,007
4238
$391K ﹤0.01%
79,555
-2,964
4239
$391K ﹤0.01%
15,174
+4,077
4240
$391K ﹤0.01%
44,738
+29,908
4241
$391K ﹤0.01%
75,304
-13,397
4242
$390K ﹤0.01%
22,747
-11,265
4243
$389K ﹤0.01%
19,915
-5,266
4244
$388K ﹤0.01%
26,416
-14,566
4245
$385K ﹤0.01%
11,756
+4,642
4246
$385K ﹤0.01%
19,240
+1,100
4247
$385K ﹤0.01%
11,301
-2,754
4248
$385K ﹤0.01%
52,993
+318
4249
$384K ﹤0.01%
13,509
-25,440
4250
$384K ﹤0.01%
34,953
+3,698