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
2876
$5.74M ﹤0.01%
578,151
2877
$5.72M ﹤0.01%
189,725
+14,483
2878
$5.7M ﹤0.01%
260,083
+7,435
2879
$5.7M ﹤0.01%
148,713
-803,468
2880
$5.7M ﹤0.01%
476,170
+95,130
2881
$5.68M ﹤0.01%
70,108
+39,159
2882
$5.68M ﹤0.01%
72,980
+35,133
2883
$5.68M ﹤0.01%
65,445
+915
2884
$5.67M ﹤0.01%
46,490
+7,661
2885
$5.67M ﹤0.01%
426,976
+103,975
2886
$5.67M ﹤0.01%
50,452
+2,618
2887
$5.66M ﹤0.01%
397,663
+23,428
2888
$5.66M ﹤0.01%
258,098
+166,389
2889
$5.65M ﹤0.01%
373,766
+61,851
2890
$5.64M ﹤0.01%
72,430
+12,863
2891
$5.62M ﹤0.01%
84,351
+2,524
2892
$5.61M ﹤0.01%
71,082
+14,502
2893
$5.61M ﹤0.01%
1,081,278
-20,229
2894
$5.61M ﹤0.01%
771,922
-96,683
2895
$5.61M ﹤0.01%
84,909
+22,735
2896
$5.61M ﹤0.01%
59,278
-786
2897
$5.59M ﹤0.01%
206,460
+32,351
2898
$5.58M ﹤0.01%
225,839
+8,273
2899
$5.58M ﹤0.01%
83,337
-259,356
2900
$5.58M ﹤0.01%
173,256
+35,061