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
4451
$263K ﹤0.01%
35,001
-9,620
4452
$263K ﹤0.01%
40,959
-17,098
4453
$263K ﹤0.01%
20,462
-5,357
4454
$263K ﹤0.01%
22,213
-5,555
4455
$262K ﹤0.01%
19,955
-1,504
4456
$261K ﹤0.01%
12,811
-1,414
4457
$261K ﹤0.01%
30,892
-16,706
4458
$260K ﹤0.01%
32,435
+19,072
4459
$258K ﹤0.01%
23,735
-1,600
4460
$258K ﹤0.01%
23,956
+354
4461
$258K ﹤0.01%
18,715
+25
4462
$258K ﹤0.01%
+25,000
4463
$257K ﹤0.01%
8,900
4464
$256K ﹤0.01%
45,456
+2,948
4465
$256K ﹤0.01%
5,176
-2,675
4466
$255K ﹤0.01%
4,385
-2,245
4467
$255K ﹤0.01%
5,755
-10,428
4468
$254K ﹤0.01%
5,720
-3,515
4469
$254K ﹤0.01%
176,274
+99,211
4470
$254K ﹤0.01%
29,990
-27,640
4471
$254K ﹤0.01%
11,107
-117,393
4472
$253K ﹤0.01%
7,015
-340
4473
$253K ﹤0.01%
136,109
-65,714
4474
$253K ﹤0.01%
+7,950
4475
$253K ﹤0.01%
14,750
-2,076