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
5276
$47K ﹤0.01%
1,758
+50
5277
$47K ﹤0.01%
7,464
+332
5278
$47K ﹤0.01%
2,914
-1,096
5279
$47K ﹤0.01%
178
-120
5280
$47K ﹤0.01%
18,065
5281
$47K ﹤0.01%
8,618
-2,830
5282
$46K ﹤0.01%
15,904
-32,654
5283
$46K ﹤0.01%
+400
5284
$46K ﹤0.01%
11,612
-4,512
5285
$45K ﹤0.01%
9,952
+391
5286
$45K ﹤0.01%
3,666
-2,653
5287
$45K ﹤0.01%
1,045
-112
5288
$45K ﹤0.01%
7,494
-10,394
5289
$45K ﹤0.01%
1,564
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5290
$45K ﹤0.01%
3,245
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5291
$45K ﹤0.01%
11,807
-96,214
5292
$45K ﹤0.01%
1,596
-2,750
5293
$45K ﹤0.01%
8,415
-1,254
5294
$45K ﹤0.01%
+903
5295
$45K ﹤0.01%
588
5296
$45K ﹤0.01%
1,550
-61
5297
$44K ﹤0.01%
4,065
-2,594
5298
$44K ﹤0.01%
23,562
+11,781
5299
$44K ﹤0.01%
4,492
+155
5300
$44K ﹤0.01%
1,737
-556