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
4851
$126K ﹤0.01%
2,028
-2,005
4852
$126K ﹤0.01%
3,524
-2,966
4853
$126K ﹤0.01%
5,110
-3,806
4854
$125K ﹤0.01%
20,703
-15,851
4855
$125K ﹤0.01%
8,609
-51
4856
$125K ﹤0.01%
6,811
-5,235
4857
$125K ﹤0.01%
18,555
-2,698
4858
$124K ﹤0.01%
9,701
-1,332
4859
$124K ﹤0.01%
14,980
-476
4860
$124K ﹤0.01%
10,406
+194
4861
$124K ﹤0.01%
685
+665
4862
$124K ﹤0.01%
2,357
-3,990
4863
$124K ﹤0.01%
23,000
-24,152
4864
$123K ﹤0.01%
+9,501
4865
$122K ﹤0.01%
4,865
-1,059
4866
$122K ﹤0.01%
9,443
+4,886
4867
$122K ﹤0.01%
38,671
-9,920
4868
$121K ﹤0.01%
7,250
4869
$121K ﹤0.01%
2,160
-160
4870
$121K ﹤0.01%
3,209
-1,298
4871
$120K ﹤0.01%
5,975
-1,149
4872
$120K ﹤0.01%
17,325
+430
4873
$120K ﹤0.01%
465
-2,394
4874
$120K ﹤0.01%
10,317
-907
4875
$120K ﹤0.01%
14,152
-344