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
3301
$3.28M ﹤0.01%
90,680
-15,044
3302
$3.27M ﹤0.01%
18,022
-1,443
3303
$3.27M ﹤0.01%
278,871
-18,568
3304
$3.27M ﹤0.01%
350,403
+31,565
3305
$3.27M ﹤0.01%
999,254
-6,904
3306
$3.24M ﹤0.01%
325,000
3307
$3.23M ﹤0.01%
214,344
-5,721
3308
$3.23M ﹤0.01%
667,993
-2,615,633
3309
$3.23M ﹤0.01%
81,780
+11,238
3310
$3.23M ﹤0.01%
159,468
+14,601
3311
$3.23M ﹤0.01%
111,078
+17,396
3312
$3.22M ﹤0.01%
325,000
3313
$3.22M ﹤0.01%
93,803
-6,774
3314
$3.21M ﹤0.01%
48,217
+20,104
3315
$3.21M ﹤0.01%
43,556
+6,213
3316
$3.21M ﹤0.01%
43,670
-1,626
3317
$3.21M ﹤0.01%
40,851
-8,711
3318
$3.21M ﹤0.01%
123,452
+14,086
3319
$3.21M ﹤0.01%
243,183
+1,530
3320
$3.2M ﹤0.01%
181,184
+11,276
3321
$3.2M ﹤0.01%
139,909
+20,377
3322
$3.19M ﹤0.01%
87,689
+73,626
3323
$3.19M ﹤0.01%
4,306
+3,042
3324
$3.19M ﹤0.01%
42,667
+244
3325
$3.19M ﹤0.01%
296,509
-98