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
3426
$2.78M ﹤0.01%
89,081
+33,539
3427
$2.78M ﹤0.01%
+50
3428
$2.77M ﹤0.01%
226,041
+39,648
3429
$2.76M ﹤0.01%
216,412
-58
3430
$2.76M ﹤0.01%
724,556
+47,280
3431
$2.76M ﹤0.01%
63,133
+6,054
3432
$2.75M ﹤0.01%
41,517
+4,036
3433
$2.74M ﹤0.01%
25,918
+2,342
3434
$2.73M ﹤0.01%
24,316
+3,711
3435
$2.73M ﹤0.01%
135,297
-113,124
3436
$2.72M ﹤0.01%
1
3437
$2.71M ﹤0.01%
65,219
+11,056
3438
$2.71M ﹤0.01%
60,050
+4,642
3439
$2.71M ﹤0.01%
113,740
+11,746
3440
$2.71M ﹤0.01%
265,000
+115,000
3441
$2.7M ﹤0.01%
94,053
+12,467
3442
$2.7M ﹤0.01%
187,924
+6,568
3443
$2.69M ﹤0.01%
42,792
+1,562
3444
$2.69M ﹤0.01%
196,214
+92,114
3445
$2.69M ﹤0.01%
149,662
-18,732
3446
$2.68M ﹤0.01%
13,374
+4,266
3447
$2.68M ﹤0.01%
204,530
+52,989
3448
$2.68M ﹤0.01%
33,537
-2,516
3449
$2.68M ﹤0.01%
275,000
3450
$2.68M ﹤0.01%
143,093
+3,216