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
3201
$3.75M ﹤0.01%
436,541
+97,218
3202
$3.74M ﹤0.01%
271,021
+31,589
3203
$3.74M ﹤0.01%
132,570
+38,696
3204
$3.73M ﹤0.01%
278,973
+13,595
3205
$3.73M ﹤0.01%
89,843
+1,627
3206
$3.72M ﹤0.01%
158,717
+46,011
3207
$3.72M ﹤0.01%
+374,300
3208
$3.72M ﹤0.01%
256,653
+75,422
3209
$3.71M ﹤0.01%
236,093
+529
3210
$3.7M ﹤0.01%
332,476
+34,507
3211
$3.7M ﹤0.01%
337,280
-468,437
3212
$3.7M ﹤0.01%
250,108
+1,137
3213
$3.7M ﹤0.01%
142,890
+5,824
3214
$3.69M ﹤0.01%
63,887
+7,066
3215
$3.69M ﹤0.01%
15,671
-1,861
3216
$3.68M ﹤0.01%
188,403
+108,503
3217
$3.68M ﹤0.01%
123,860
+11,356
3218
$3.67M ﹤0.01%
273,365
-68,273
3219
$3.67M ﹤0.01%
211,805
+59,384
3220
$3.66M ﹤0.01%
36,217
+2,194
3221
$3.66M ﹤0.01%
452,814
+2,089
3222
$3.66M ﹤0.01%
65,487
+33,248
3223
$3.66M ﹤0.01%
112,069
+51,934
3224
$3.66M ﹤0.01%
68,135
+1,489
3225
$3.65M ﹤0.01%
55,391
-1,390