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
4326
$330K ﹤0.01%
23,011
+4,581
4327
$330K ﹤0.01%
3,290
+809
4328
$330K ﹤0.01%
33,005
-45,995
4329
$330K ﹤0.01%
64,897
-2,780
4330
$329K ﹤0.01%
11,996
-1,275
4331
$329K ﹤0.01%
22,859
-700
4332
$328K ﹤0.01%
11,390
-179
4333
$328K ﹤0.01%
71,696
-31,480
4334
$327K ﹤0.01%
+67,065
4335
$327K ﹤0.01%
188,526
-3,477
4336
$326K ﹤0.01%
65,083
-66,214
4337
$326K ﹤0.01%
51,576
-54,226
4338
$326K ﹤0.01%
11,870
-6,982
4339
$324K ﹤0.01%
24,218
-12,479
4340
$324K ﹤0.01%
92,629
+11,160
4341
$323K ﹤0.01%
30,878
+4,153
4342
$323K ﹤0.01%
10,377
-7,814
4343
$323K ﹤0.01%
13,785
-5,425
4344
$321K ﹤0.01%
+8,510
4345
$320K ﹤0.01%
185,831
-50,769
4346
$320K ﹤0.01%
23,902
-11,064
4347
$319K ﹤0.01%
26,231
+15,852
4348
$318K ﹤0.01%
20,320
-514
4349
$318K ﹤0.01%
45,848
-28,782
4350
$318K ﹤0.01%
58,790
+47,095