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
4301
$346K ﹤0.01%
35,143
4302
$346K ﹤0.01%
45,056
-7,570
4303
$345K ﹤0.01%
96,710
+13,616
4304
$345K ﹤0.01%
+22,603
4305
$345K ﹤0.01%
27,829
+24,183
4306
$344K ﹤0.01%
40,494
-10,360
4307
$344K ﹤0.01%
12,137
+11,789
4308
$343K ﹤0.01%
46,190
+38,000
4309
$342K ﹤0.01%
59,834
+2,436
4310
$342K ﹤0.01%
136,534
-5,000
4311
$342K ﹤0.01%
13,356
+2,998
4312
$341K ﹤0.01%
44,971
-22,788
4313
$340K ﹤0.01%
31,172
-3,676
4314
$339K ﹤0.01%
3,946
+2,814
4315
$338K ﹤0.01%
7,091
-2,639
4316
$337K ﹤0.01%
28,938
+28,883
4317
$337K ﹤0.01%
29,729
-3,040
4318
$337K ﹤0.01%
13,287
+7,476
4319
$336K ﹤0.01%
41,082
-6,859
4320
$335K ﹤0.01%
4,574
+159
4321
$335K ﹤0.01%
3,513
-3,398
4322
$334K ﹤0.01%
7,255
-13,530
4323
$332K ﹤0.01%
71,235
-2,546
4324
$331K ﹤0.01%
33,268
-20,350
4325
$331K ﹤0.01%
6,010