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
4526
$230K ﹤0.01%
22,732
4527
$230K ﹤0.01%
56,838
-3,540
4528
$230K ﹤0.01%
25,411
+10,123
4529
$229K ﹤0.01%
32,386
-12,813
4530
$229K ﹤0.01%
4,188
-3,207
4531
$229K ﹤0.01%
8,685
-12,682
4532
$229K ﹤0.01%
15,797
-1,487
4533
$228K ﹤0.01%
37,509
-1,187
4534
$228K ﹤0.01%
19,798
4535
$228K ﹤0.01%
22,363
-2,144
4536
$227K ﹤0.01%
34,437
-2,503
4537
$227K ﹤0.01%
21,294
-19,237
4538
$227K ﹤0.01%
1,450
+178
4539
$227K ﹤0.01%
16,467
+29
4540
$226K ﹤0.01%
11,624
-749
4541
$226K ﹤0.01%
10,287
-20
4542
$225K ﹤0.01%
20,865
+852
4543
$224K ﹤0.01%
93,761
+74,475
4544
$224K ﹤0.01%
93,464
+19,253
4545
$224K ﹤0.01%
18,828
4546
$224K ﹤0.01%
7,666
-777
4547
$224K ﹤0.01%
10,700
-1,313
4548
$223K ﹤0.01%
8,204
-8,916
4549
$223K ﹤0.01%
14,110
-1,792
4550
$221K ﹤0.01%
14,884
+14,831