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
5601
$13K ﹤0.01%
1,181
-1,063
5602
$13K ﹤0.01%
3,183
-132
5603
$13K ﹤0.01%
6,000
-1,114
5604
$13K ﹤0.01%
400
5605
$13K ﹤0.01%
10,238
-19,669
5606
$13K ﹤0.01%
3,439
+200
5607
$12K ﹤0.01%
+286
5608
$12K ﹤0.01%
500
+367
5609
$12K ﹤0.01%
5,173
-9,431
5610
$12K ﹤0.01%
1,382
+1
5611
$12K ﹤0.01%
1,003
+1
5612
$12K ﹤0.01%
+487
5613
$12K ﹤0.01%
12,964
-153,643
5614
$12K ﹤0.01%
934
-9,751
5615
$12K ﹤0.01%
3,779
-3,832
5616
$12K ﹤0.01%
140
-4,725
5617
$12K ﹤0.01%
6,019
+6,014
5618
$12K ﹤0.01%
310
-100
5619
$12K ﹤0.01%
1,420
-27,633
5620
$12K ﹤0.01%
3,818
+171
5621
$12K ﹤0.01%
1,922
-106
5622
$12K ﹤0.01%
640
5623
$12K ﹤0.01%
918
5624
$12K ﹤0.01%
3,084
-3,125
5625
$12K ﹤0.01%
311
-37