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
5501
$20K ﹤0.01%
564
+196
5502
$20K ﹤0.01%
+630
5503
$20K ﹤0.01%
810
-268
5504
$20K ﹤0.01%
18,482
-36,388
5505
$20K ﹤0.01%
5,667
-1,504
5506
$20K ﹤0.01%
776
5507
$20K ﹤0.01%
6,200
+2,800
5508
$19K ﹤0.01%
3,471
+15
5509
$19K ﹤0.01%
900
-5
5510
$19K ﹤0.01%
13,769
+204
5511
$19K ﹤0.01%
1,369
-1,032
5512
$19K ﹤0.01%
1,629
-1,049
5513
$19K ﹤0.01%
17,454
-3,149
5514
$19K ﹤0.01%
72
-343
5515
$19K ﹤0.01%
3
5516
$19K ﹤0.01%
2
5517
$19K ﹤0.01%
4,850
-215
5518
$19K ﹤0.01%
3
-10
5519
$19K ﹤0.01%
+3,106
5520
$19K ﹤0.01%
2,400
-1,500
5521
$19K ﹤0.01%
1,512
-4,060
5522
$18K ﹤0.01%
2,347
-1,020
5523
$18K ﹤0.01%
8,245
-11,946
5524
$18K ﹤0.01%
1,168
-281
5525
$18K ﹤0.01%
2,895
-79