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
4576
$212K ﹤0.01%
+4,264
4577
$212K ﹤0.01%
378
-1,842
4578
$211K ﹤0.01%
14,138
-2,544
4579
$211K ﹤0.01%
41,993
-14,440
4580
$210K ﹤0.01%
19,921
-5,635
4581
$210K ﹤0.01%
7,548
-132
4582
$210K ﹤0.01%
+17,220
4583
$209K ﹤0.01%
36,104
+8,901
4584
$209K ﹤0.01%
+6,948
4585
$209K ﹤0.01%
10,589
+2,898
4586
$209K ﹤0.01%
6,013
+93
4587
$208K ﹤0.01%
14,249
-18,227
4588
$208K ﹤0.01%
31,959
-3,783
4589
$207K ﹤0.01%
9,652
-3,078
4590
$207K ﹤0.01%
9,243
-1,445
4591
$206K ﹤0.01%
33,814
+8,292
4592
$206K ﹤0.01%
14,294
+7,976
4593
$205K ﹤0.01%
20,712
-19,266
4594
$205K ﹤0.01%
58,661
-11,179
4595
$204K ﹤0.01%
19,406
-16,639
4596
$204K ﹤0.01%
26,197
+8,921
4597
$204K ﹤0.01%
63,858
+19,941
4598
$204K ﹤0.01%
4,912
-46
4599
$202K ﹤0.01%
47,235
-1,557
4600
$202K ﹤0.01%
5,486
-25