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
5526
$18K ﹤0.01%
1,898
-4,242
5527
$18K ﹤0.01%
1,538
-1,685
5528
$18K ﹤0.01%
1,873
-168
5529
$18K ﹤0.01%
1,300
-1,312
5530
$18K ﹤0.01%
2,756
+2,747
5531
$18K ﹤0.01%
10,590
+8,796
5532
$18K ﹤0.01%
5,550
-3,696
5533
$18K ﹤0.01%
3,000
5534
$18K ﹤0.01%
3,117
+117
5535
$18K ﹤0.01%
621
+333
5536
$18K ﹤0.01%
1,580
-805
5537
$17K ﹤0.01%
1,200
5538
$17K ﹤0.01%
1,240
+434
5539
$17K ﹤0.01%
1,623
-992
5540
$17K ﹤0.01%
2,920
-57,855
5541
$17K ﹤0.01%
1,735
5542
$17K ﹤0.01%
3,347
-1,336
5543
$17K ﹤0.01%
2,830
-11,249
5544
$17K ﹤0.01%
715
-1,210
5545
$17K ﹤0.01%
785
-20,038
5546
$16K ﹤0.01%
290
-164
5547
$16K ﹤0.01%
738
-29,237
5548
$16K ﹤0.01%
10,922
-6,164
5549
$16K ﹤0.01%
1,473
5550
$16K ﹤0.01%
607
-10,775