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
2776
$6.5M ﹤0.01%
291,527
+16,016
2777
$6.49M ﹤0.01%
209,955
+112,551
2778
$6.47M ﹤0.01%
+748,420
2779
$6.47M ﹤0.01%
371,290
+21,623
2780
$6.46M ﹤0.01%
403,009
-182,641
2781
$6.43M ﹤0.01%
201,559
-9,442
2782
$6.42M ﹤0.01%
39,208
+12,017
2783
$6.42M ﹤0.01%
334,242
-3,461
2784
$6.41M ﹤0.01%
411,380
-47,944
2785
$6.41M ﹤0.01%
111,556
-24,594
2786
$6.41M ﹤0.01%
134,756
+7,733
2787
$6.4M ﹤0.01%
188,248
-8,753
2788
$6.4M ﹤0.01%
60,549
-11,792
2789
$6.4M ﹤0.01%
647,320
+497,320
2790
$6.38M ﹤0.01%
126,781
-1,314
2791
$6.36M ﹤0.01%
123,816
-13,754
2792
$6.35M ﹤0.01%
105,833
-20,762
2793
$6.34M ﹤0.01%
269,588
+1,183
2794
$6.33M ﹤0.01%
113,156
+1,860
2795
$6.33M ﹤0.01%
634,363
+72,394
2796
$6.32M ﹤0.01%
277,570
+1,419
2797
$6.32M ﹤0.01%
529,586
+76,929
2798
$6.31M ﹤0.01%
74,581
-702
2799
$6.31M ﹤0.01%
120,781
+5,978
2800
$6.3M ﹤0.01%
136,461
-29,655