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
5026
$91K ﹤0.01%
772
-464
5027
$90K ﹤0.01%
19,024
+1,533
5028
$90K ﹤0.01%
40,004
5029
$90K ﹤0.01%
+6,279
5030
$89K ﹤0.01%
5,555
-932
5031
$89K ﹤0.01%
20,387
-21,668
5032
$89K ﹤0.01%
7,773
5033
$89K ﹤0.01%
11,377
-23,161
5034
$89K ﹤0.01%
2,417
+481
5035
$89K ﹤0.01%
4,144
-295
5036
$89K ﹤0.01%
3,675
-696
5037
$88K ﹤0.01%
103,665
-11,713
5038
$88K ﹤0.01%
1,925
5039
$88K ﹤0.01%
39,552
-118,844
5040
$87K ﹤0.01%
2,722
-289
5041
$87K ﹤0.01%
26,002
5042
$87K ﹤0.01%
78,917
-83,850
5043
$87K ﹤0.01%
2,000
-2,484
5044
$86K ﹤0.01%
16,733
-1,567
5045
$86K ﹤0.01%
7,192
-2,332
5046
$86K ﹤0.01%
12,017
-28,109
5047
$86K ﹤0.01%
3,578
-3,040
5048
$85K ﹤0.01%
2,132
-204
5049
$85K ﹤0.01%
1,404
-1,688
5050
$85K ﹤0.01%
6,935
+3,491