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
5176
$63K ﹤0.01%
11,833
-1,429
5177
$63K ﹤0.01%
1,649
+686
5178
$63K ﹤0.01%
5,670
+1,981
5179
$63K ﹤0.01%
3,434
-2,081
5180
$63K ﹤0.01%
1,563
+35
5181
$62K ﹤0.01%
5,628
-5,572
5182
$62K ﹤0.01%
1,268
-852
5183
$62K ﹤0.01%
8,511
-723
5184
$62K ﹤0.01%
650
5185
$62K ﹤0.01%
1,973
-275
5186
$62K ﹤0.01%
6,851
+1,711
5187
$62K ﹤0.01%
2,569
+2,069
5188
$62K ﹤0.01%
10,380
-15,507
5189
$61K ﹤0.01%
504
-278
5190
$61K ﹤0.01%
7,223
-2,712
5191
$61K ﹤0.01%
7,518
-17,492
5192
$61K ﹤0.01%
3,317
-18,493
5193
$61K ﹤0.01%
7,288
-1,000
5194
$61K ﹤0.01%
2,492
-322
5195
$61K ﹤0.01%
595
-110
5196
$61K ﹤0.01%
13,230
+626
5197
$60K ﹤0.01%
5,763
+373
5198
$60K ﹤0.01%
+6,552
5199
$60K ﹤0.01%
2,296
-229
5200
$60K ﹤0.01%
4,296
-239