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
2976
$5.04M ﹤0.01%
286,918
+63,117
2977
$5.04M ﹤0.01%
117,092
+56,171
2978
$5.02M ﹤0.01%
514,000
2979
$4.99M ﹤0.01%
40,680
+5,507
2980
$4.99M ﹤0.01%
+500,000
2981
$4.99M ﹤0.01%
166,824
+87,147
2982
$4.99M ﹤0.01%
532,263
+57,510
2983
$4.98M ﹤0.01%
+503,709
2984
$4.97M ﹤0.01%
591,424
-456,593
2985
$4.96M ﹤0.01%
388,980
+14,007
2986
$4.96M ﹤0.01%
450,976
-72,907
2987
$4.96M ﹤0.01%
+250,000
2988
$4.95M ﹤0.01%
176,948
+30,726
2989
$4.95M ﹤0.01%
136,362
-9,722
2990
$4.93M ﹤0.01%
499,388
+499,288
2991
$4.93M ﹤0.01%
650,945
-171,931
2992
$4.92M ﹤0.01%
415,651
+3,341
2993
$4.92M ﹤0.01%
211,749
+43,517
2994
$4.91M ﹤0.01%
500,567
+250,567
2995
$4.9M ﹤0.01%
215,579
-9,999
2996
$4.89M ﹤0.01%
95,566
+792
2997
$4.89M ﹤0.01%
68,636
+36,225
2998
$4.88M ﹤0.01%
66,761
-9,838
2999
$4.88M ﹤0.01%
164,682
+4,134
3000
$4.87M ﹤0.01%
64,526
+32,695