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
3151
$4.02M ﹤0.01%
66,006
-12,798
3152
$4.02M ﹤0.01%
282,983
+93,661
3153
$4.01M ﹤0.01%
250,567
+872
3154
$4.01M ﹤0.01%
1,171,769
-483,174
3155
$4.01M ﹤0.01%
55,807
+20,493
3156
$3.99M ﹤0.01%
540,349
-103,512
3157
$3.98M ﹤0.01%
179,038
+75,926
3158
$3.96M ﹤0.01%
48,928
+8,108
3159
$3.95M ﹤0.01%
146,986
+37,548
3160
$3.95M ﹤0.01%
400,000
3161
$3.94M ﹤0.01%
72,041
+14,400
3162
$3.93M ﹤0.01%
312,949
-1,158,928
3163
$3.92M ﹤0.01%
77,846
+14,094
3164
$3.91M ﹤0.01%
533,181
-224,417
3165
$3.91M ﹤0.01%
157,508
+70,935
3166
$3.9M ﹤0.01%
5,967
+2,355
3167
$3.89M ﹤0.01%
206,562
-5,570
3168
$3.89M ﹤0.01%
33,779
+681
3169
$3.89M ﹤0.01%
37,831
-56,371
3170
$3.88M ﹤0.01%
70,814
-962
3171
$3.88M ﹤0.01%
98,580
+4,590
3172
$3.88M ﹤0.01%
54,810
-35,104
3173
$3.88M ﹤0.01%
317,706
+682
3174
$3.88M ﹤0.01%
60,899
+21,440
3175
$3.87M ﹤0.01%
686,449
+151,247