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
4926
$111K ﹤0.01%
674
-402
4927
$111K ﹤0.01%
8,771
-4,536
4928
$110K ﹤0.01%
+1,400
4929
$110K ﹤0.01%
5,786
+247
4930
$110K ﹤0.01%
1,780
4931
$110K ﹤0.01%
10,968
-13,817
4932
$110K ﹤0.01%
22,587
-3,239
4933
$110K ﹤0.01%
6,732
-444
4934
$109K ﹤0.01%
5,258
-2,051
4935
$109K ﹤0.01%
7,140
-17,132
4936
$109K ﹤0.01%
4,995
4937
$109K ﹤0.01%
10,369
-156
4938
$109K ﹤0.01%
8,162
-1,074
4939
$108K ﹤0.01%
7,699
-5,747
4940
$108K ﹤0.01%
12,249
+6,841
4941
$108K ﹤0.01%
1,310
4942
$108K ﹤0.01%
4,602
+3,602
4943
$108K ﹤0.01%
25,148
+21,553
4944
$107K ﹤0.01%
7,719
-11,875
4945
$107K ﹤0.01%
+3,339
4946
$107K ﹤0.01%
8,222
+35
4947
$107K ﹤0.01%
15,499
-2,000
4948
$107K ﹤0.01%
1,400
4949
$107K ﹤0.01%
5,218
-1,959
4950
$107K ﹤0.01%
9,831
-1,570