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
4701
$167K ﹤0.01%
23,403
+3,809
4702
$167K ﹤0.01%
15,012
-1,736
4703
$165K ﹤0.01%
427
+296
4704
$165K ﹤0.01%
8,051
-3,053
4705
$165K ﹤0.01%
14,503
-4,066
4706
$165K ﹤0.01%
1,007
+218
4707
$165K ﹤0.01%
+7,088
4708
$164K ﹤0.01%
20,389
-4,446
4709
$164K ﹤0.01%
5,745
-760
4710
$164K ﹤0.01%
35,234
+4,147
4711
$163K ﹤0.01%
20,490
+830
4712
$162K ﹤0.01%
21,083
-9,414
4713
$162K ﹤0.01%
12,735
4714
$162K ﹤0.01%
6,585
-242
4715
$162K ﹤0.01%
22,636
-13,876
4716
$161K ﹤0.01%
26,640
-1,275
4717
$160K ﹤0.01%
11,746
-123
4718
$160K ﹤0.01%
9,666
-8,252
4719
$160K ﹤0.01%
37,237
+31,722
4720
$160K ﹤0.01%
5,213
-929
4721
$160K ﹤0.01%
17,916
-15,233
4722
$160K ﹤0.01%
11,224
-6,408
4723
$159K ﹤0.01%
14,879
-2,630
4724
$159K ﹤0.01%
2,237
+2,228
4725
$159K ﹤0.01%
5,040
+2,010