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
5301
$44K ﹤0.01%
380
+198
5302
$44K ﹤0.01%
5,257
5303
$44K ﹤0.01%
7,156
-2,534
5304
$43K ﹤0.01%
3,620
-73
5305
$43K ﹤0.01%
5,812
-1,321
5306
$43K ﹤0.01%
18,445
+6,492
5307
$43K ﹤0.01%
5,007
-611
5308
$43K ﹤0.01%
3,160
-431
5309
$43K ﹤0.01%
2,373
-324
5310
$43K ﹤0.01%
4,193
-16
5311
$43K ﹤0.01%
1,670
5312
$43K ﹤0.01%
11,822
+1,462
5313
$43K ﹤0.01%
2,333
+713
5314
$42K ﹤0.01%
3,920
-250
5315
$42K ﹤0.01%
988
-58
5316
$42K ﹤0.01%
1,223
-318
5317
$42K ﹤0.01%
3,406
-1,726
5318
$42K ﹤0.01%
5,080
-10
5319
$42K ﹤0.01%
6,285
-4,723
5320
$42K ﹤0.01%
1,535
-225
5321
$42K ﹤0.01%
871
+294
5322
$42K ﹤0.01%
10,097
-1,480
5323
$41K ﹤0.01%
674
-163
5324
$41K ﹤0.01%
3,612
-1,083
5325
$41K ﹤0.01%
4,143
-30,328