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
4251
$384K ﹤0.01%
9,550
+2,600
4252
$383K ﹤0.01%
4,666
+317
4253
$382K ﹤0.01%
72,560
+33,777
4254
$382K ﹤0.01%
43,861
+8,276
4255
$382K ﹤0.01%
59,318
-47,955
4256
$382K ﹤0.01%
94,320
+1,000
4257
$381K ﹤0.01%
1,931
+433
4258
$379K ﹤0.01%
41,209
+5,626
4259
$379K ﹤0.01%
10,279
+10,041
4260
$379K ﹤0.01%
28,510
+601
4261
$378K ﹤0.01%
8,485
-2,065
4262
$378K ﹤0.01%
25,626
-20,196
4263
$377K ﹤0.01%
20,409
+15,728
4264
$377K ﹤0.01%
74,858
-14,677
4265
$377K ﹤0.01%
60,796
+20,051
4266
$375K ﹤0.01%
57,868
-10,108
4267
$375K ﹤0.01%
24,906
+338
4268
$375K ﹤0.01%
57,377
+8,225
4269
$375K ﹤0.01%
25,872
-3,203
4270
$375K ﹤0.01%
38,260
+672
4271
$374K ﹤0.01%
7,413
-1,767
4272
$374K ﹤0.01%
26,725
4273
$373K ﹤0.01%
18,986
-4,907
4274
$372K ﹤0.01%
2,025
-198
4275
$372K ﹤0.01%
175,409
-8,433