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
3276
$3.42M ﹤0.01%
156,312
-6,279
3277
$3.41M ﹤0.01%
123,525
+20,043
3278
$3.4M ﹤0.01%
349,998
+150,000
3279
$3.4M ﹤0.01%
209,096
+99,273
3280
$3.39M ﹤0.01%
107,050
+7,354
3281
$3.38M ﹤0.01%
19,612
+13,349
3282
$3.38M ﹤0.01%
95,472
+15,010
3283
$3.37M ﹤0.01%
110,382
-12,613
3284
$3.37M ﹤0.01%
132,494
+12,762
3285
$3.36M ﹤0.01%
275,649
+38,935
3286
$3.36M ﹤0.01%
130,936
+18,888
3287
$3.35M ﹤0.01%
186,380
-6,695
3288
$3.35M ﹤0.01%
22,734
+22,373
3289
$3.34M ﹤0.01%
75,147
+17,150
3290
$3.34M ﹤0.01%
64,682
-15,608
3291
$3.34M ﹤0.01%
182,955
-17,634
3292
$3.33M ﹤0.01%
237,135
+173,631
3293
$3.32M ﹤0.01%
79,006
+46,272
3294
$3.32M ﹤0.01%
205,999
+100,480
3295
$3.31M ﹤0.01%
180,942
-58,263
3296
$3.31M ﹤0.01%
122,231
+26,068
3297
$3.29M ﹤0.01%
174,315
+4,916
3298
$3.29M ﹤0.01%
83,023
+70,803
3299
$3.29M ﹤0.01%
100,905
+25,501
3300
$3.29M ﹤0.01%
24,483
+3,104