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
1176
$34.6M 0.01%
1,030,587
+703,614
1177
$34.5M 0.01%
1,534,360
+529,796
1178
$34.5M 0.01%
543,333
+16,920
1179
$34.5M 0.01%
540,848
+22,990
1180
$34.4M 0.01%
434,363
+2,195
1181
$34.4M 0.01%
271,693
+89,487
1182
$34.4M 0.01%
831,227
-63,850
1183
$34.3M 0.01%
2,361,690
+359,211
1184
$34.1M 0.01%
349,900
+55,159
1185
$34.1M 0.01%
954,608
-39,726
1186
$34.1M ﹤0.01%
3,991,329
+174,952
1187
$34.1M ﹤0.01%
601,350
-97,044
1188
$34M ﹤0.01%
177,269
-11,797
1189
$34M ﹤0.01%
2,722,066
-747,548
1190
$33.9M ﹤0.01%
841,873
-47,324
1191
$33.9M ﹤0.01%
1,808,884
+139,526
1192
$33.9M ﹤0.01%
2,231,465
+597,526
1193
$33.9M ﹤0.01%
321,501
+37,768
1194
$33.8M ﹤0.01%
804,994
+75,927
1195
$33.7M ﹤0.01%
497,373
-82,554
1196
$33.5M ﹤0.01%
631,896
-3,879
1197
$33.5M ﹤0.01%
859,015
+15,695
1198
$33.4M ﹤0.01%
3,260,077
+377,348
1199
$33.3M ﹤0.01%
594,326
+392,507
1200
$33.3M ﹤0.01%
1,002,867
-285,570