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
3001
$4.86M ﹤0.01%
138,779
-133,210
3002
$4.85M ﹤0.01%
319,396
+93,657
3003
$4.84M ﹤0.01%
136,677
-50,199
3004
$4.84M ﹤0.01%
100,067
-32,294
3005
$4.83M ﹤0.01%
24,470
3006
$4.83M ﹤0.01%
290,958
-197,589
3007
$4.83M ﹤0.01%
24,605
-50,426
3008
$4.83M ﹤0.01%
4,552,911
+409,597
3009
$4.82M ﹤0.01%
46,375
+658
3010
$4.82M ﹤0.01%
334,097
+3,123
3011
$4.82M ﹤0.01%
484,863
+209,663
3012
$4.81M ﹤0.01%
226,833
-10,996
3013
$4.8M ﹤0.01%
487,293
3014
$4.79M ﹤0.01%
138,339
+12,313
3015
$4.79M ﹤0.01%
78,453
-15,582
3016
$4.78M ﹤0.01%
155,916
-2,657
3017
$4.77M ﹤0.01%
117,297
+73,429
3018
$4.76M ﹤0.01%
450,830
+43,682
3019
$4.76M ﹤0.01%
189,159
+1,981
3020
$4.75M ﹤0.01%
103,304
+7,850
3021
$4.74M ﹤0.01%
83,002
-13,282
3022
$4.73M ﹤0.01%
439,305
+161,271
3023
$4.72M ﹤0.01%
549,253
+73,826
3024
$4.72M ﹤0.01%
89,826
-4,819
3025
$4.71M ﹤0.01%
254,624
+30,803