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
5076
$78K ﹤0.01%
13,033
-28,326
5077
$77K ﹤0.01%
4,775
5078
$77K ﹤0.01%
7,534
-24,000
5079
$77K ﹤0.01%
27,043
-4,140
5080
$77K ﹤0.01%
48,220
-31,206
5081
$76K ﹤0.01%
896
+895
5082
$76K ﹤0.01%
22,744
+8,395
5083
$76K ﹤0.01%
14,791
-14,714
5084
$75K ﹤0.01%
1,127
-3,277
5085
$75K ﹤0.01%
5,345
-3,045
5086
$75K ﹤0.01%
19,153
-55,312
5087
$75K ﹤0.01%
4,352
-15,917
5088
$75K ﹤0.01%
3,301
+1,760
5089
$75K ﹤0.01%
10,988
5090
$75K ﹤0.01%
9,991
-3,596
5091
$75K ﹤0.01%
8,076
-2,897
5092
$75K ﹤0.01%
6,221
-1,398
5093
$75K ﹤0.01%
4,800
+892
5094
$75K ﹤0.01%
13,667
-14,679
5095
$75K ﹤0.01%
49,670
-159,222
5096
$74K ﹤0.01%
3,765
-322
5097
$74K ﹤0.01%
2,801
-2,370,886
5098
$74K ﹤0.01%
10,776
-2,607
5099
$74K ﹤0.01%
7,841
-18,961
5100
$74K ﹤0.01%
1,823
+405