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
5401
$32K ﹤0.01%
2,079
-73
5402
$32K ﹤0.01%
664
-661
5403
$32K ﹤0.01%
2,730
5404
$31K ﹤0.01%
4,912
-7,857
5405
$31K ﹤0.01%
347
+230
5406
$31K ﹤0.01%
2,472
-818
5407
$31K ﹤0.01%
2,979
-832
5408
$31K ﹤0.01%
125
5409
$31K ﹤0.01%
6,870
-1,707
5410
$31K ﹤0.01%
5,462
+2,172
5411
$31K ﹤0.01%
475
5412
$31K ﹤0.01%
+1,600
5413
$31K ﹤0.01%
1,661
-697
5414
$31K ﹤0.01%
5,917
+1,358
5415
$30K ﹤0.01%
1,085
-55
5416
$30K ﹤0.01%
+1,700
5417
$30K ﹤0.01%
1,193
5418
$30K ﹤0.01%
7,870
-4,175
5419
$30K ﹤0.01%
14,296
-5,284
5420
$30K ﹤0.01%
+786
5421
$30K ﹤0.01%
4,020
+81
5422
$30K ﹤0.01%
1,778
-1,758
5423
$30K ﹤0.01%
5,214
-8,556
5424
$29K ﹤0.01%
1,591
-599
5425
$29K ﹤0.01%
+85