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
4776
$145K ﹤0.01%
2,468
-446
4777
$145K ﹤0.01%
12,232
-550
4778
$145K ﹤0.01%
53,951
+53,922
4779
$144K ﹤0.01%
9,533
+135
4780
$143K ﹤0.01%
+1
4781
$143K ﹤0.01%
5,844
-18
4782
$143K ﹤0.01%
19,760
-8,016
4783
$143K ﹤0.01%
12,608
+1,524
4784
$142K ﹤0.01%
39,758
+18,818
4785
$142K ﹤0.01%
35,201
+4,686
4786
$142K ﹤0.01%
2,061
-444
4787
$141K ﹤0.01%
+5,514
4788
$141K ﹤0.01%
11,895
+8,907
4789
$140K ﹤0.01%
56,490
-32,592
4790
$140K ﹤0.01%
14,950
-41,372
4791
$140K ﹤0.01%
5,912
-775
4792
$140K ﹤0.01%
14,615
-710
4793
$140K ﹤0.01%
9,689
-3,074
4794
$140K ﹤0.01%
16,017
-8,431
4795
$139K ﹤0.01%
25,039
-5,843
4796
$139K ﹤0.01%
18,641
-2,957
4797
$139K ﹤0.01%
85,286
-24,661
4798
$138K ﹤0.01%
5,717
-1,434
4799
$138K ﹤0.01%
22,580
+2,601
4800
$138K ﹤0.01%
+12,930