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
4501
$241K ﹤0.01%
22,735
+193
4502
$240K ﹤0.01%
21,643
-9,093
4503
$239K ﹤0.01%
3,534
-1,319
4504
$239K ﹤0.01%
20,302
+226
4505
$239K ﹤0.01%
79,109
-4,763
4506
$239K ﹤0.01%
+2
4507
$239K ﹤0.01%
20,512
-931
4508
$238K ﹤0.01%
4,607
-803
4509
$238K ﹤0.01%
12,685
-7,218
4510
$237K ﹤0.01%
17,106
-7,095
4511
$237K ﹤0.01%
33,290
-172,217
4512
$236K ﹤0.01%
31,913
+454
4513
$236K ﹤0.01%
14,015
-1,862
4514
$235K ﹤0.01%
2,307
-763
4515
$234K ﹤0.01%
32,864
+19,334
4516
$234K ﹤0.01%
+16,201
4517
$233K ﹤0.01%
8,948
-1,837
4518
$233K ﹤0.01%
6,418
-1,586
4519
$233K ﹤0.01%
18,306
-6,821
4520
$233K ﹤0.01%
56,628
-36,412
4521
$232K ﹤0.01%
30,616
-10,659
4522
$232K ﹤0.01%
26,295
-438,797
4523
$232K ﹤0.01%
33,528
-9,596
4524
$231K ﹤0.01%
6,700
-662
4525
$230K ﹤0.01%
+14,661