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
4826
$131K ﹤0.01%
21,958
+112
4827
$130K ﹤0.01%
10,657
-2,264
4828
$130K ﹤0.01%
7,005
-3,380
4829
$130K ﹤0.01%
3,262
-400
4830
$130K ﹤0.01%
24,571
-43,009
4831
$130K ﹤0.01%
85,975
-17,030
4832
$129K ﹤0.01%
3,917
+407
4833
$129K ﹤0.01%
10,992
-2,504
4834
$129K ﹤0.01%
25,336
-2,911
4835
$129K ﹤0.01%
5,598
-3,054
4836
$129K ﹤0.01%
19,848
-47,630
4837
$129K ﹤0.01%
11,099
-10,445
4838
$129K ﹤0.01%
3,782
-16,630
4839
$128K ﹤0.01%
10,824
-1,538
4840
$128K ﹤0.01%
9,912
-1,064
4841
$128K ﹤0.01%
16,009
-1,889
4842
$128K ﹤0.01%
22,411
+1,524
4843
$128K ﹤0.01%
13,678
+11,000
4844
$128K ﹤0.01%
10,091
-2,205
4845
$127K ﹤0.01%
9,859
-1,202
4846
$127K ﹤0.01%
31,885
+9,253
4847
$127K ﹤0.01%
16,474
-1,264
4848
$127K ﹤0.01%
10,794
-2,950
4849
$126K ﹤0.01%
12,088
-40,432
4850
$126K ﹤0.01%
5,236
-502