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
$890B
AUM Growth
-$2.52B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,717
New
Increased
Reduced
Closed

Top Buys

1 +$1.14B
2 +$996M
3 +$983M
4
TSLA icon
Tesla
TSLA
+$936M
5
VT icon
Vanguard Total World Stock ETF
VT
+$894M

Top Sells

1 +$6.98B
2 +$1.16B
3 +$899M
4
STZ icon
Constellation Brands
STZ
+$818M
5
CLF icon
Cleveland-Cliffs
CLF
+$705M

Sector Composition

1 Technology 13.09%
2 Financials 8.28%
3 Healthcare 7.36%
4 Consumer Discretionary 6.3%
5 Industrials 5.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2701
$7.16M ﹤0.01%
232,265
-2,310
2702
$7.15M ﹤0.01%
362,743
+30,170
2703
$7.15M ﹤0.01%
85,151
-2,061
2704
$7.14M ﹤0.01%
177,790
+17,844
2705
$7.14M ﹤0.01%
+69,514
2706
$7.14M ﹤0.01%
103,838
+5,329
2707
$7.13M ﹤0.01%
297,631
+9,893
2708
$7.13M ﹤0.01%
178,954
+10
2709
$7.13M ﹤0.01%
719,164
2710
$7.11M ﹤0.01%
483,036
-7,753
2711
$7.09M ﹤0.01%
71,391
+278
2712
$7.09M ﹤0.01%
283,479
+3,435
2713
$7.08M ﹤0.01%
266,493
2714
$7.06M ﹤0.01%
23,637
+2,547
2715
$7.06M ﹤0.01%
1,805,214
-105,483
2716
$7.05M ﹤0.01%
155,319
+17,310
2717
$7.03M ﹤0.01%
312,718
+127,575
2718
$7.02M ﹤0.01%
104,728
-632
2719
$7.02M ﹤0.01%
480,407
+42,444
2720
$7.01M ﹤0.01%
344,644
-65,995
2721
$7.01M ﹤0.01%
187,340
-43,518
2722
$7M ﹤0.01%
712,184
2723
$6.99M ﹤0.01%
500,821
+17,503
2724
$6.97M ﹤0.01%
244,307
+204,520
2725
$6.97M ﹤0.01%
438,570
-7,442