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
5101
$74K ﹤0.01%
1,386
+600
5102
$73K ﹤0.01%
2,657
-1,474
5103
$73K ﹤0.01%
12,240
5104
$73K ﹤0.01%
4,347
-3,143
5105
$73K ﹤0.01%
8,751
+1,597
5106
$73K ﹤0.01%
4,414
-1,908
5107
$73K ﹤0.01%
3,416
+324
5108
$73K ﹤0.01%
8,814
+674
5109
$73K ﹤0.01%
1,690
-575
5110
$72K ﹤0.01%
7,900
-801
5111
$72K ﹤0.01%
11,864
-2,259
5112
$72K ﹤0.01%
2,429
-248
5113
$72K ﹤0.01%
4,203
-693
5114
$72K ﹤0.01%
14,653
+3,320
5115
$72K ﹤0.01%
9,359
+354
5116
$72K ﹤0.01%
12,271
-63,757
5117
$71K ﹤0.01%
5,967
-872
5118
$71K ﹤0.01%
1,268
-167
5119
$71K ﹤0.01%
5,326
-6,488
5120
$71K ﹤0.01%
16,968
-12,330
5121
$71K ﹤0.01%
5,341
-21,526
5122
$71K ﹤0.01%
10,532
-14,644
5123
$70K ﹤0.01%
2,766
-223
5124
$70K ﹤0.01%
+82,172
5125
$70K ﹤0.01%
892
-789