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
3476
$2.61M ﹤0.01%
443,085
+54,237
3477
$2.6M ﹤0.01%
78,954
-3,435
3478
$2.6M ﹤0.01%
86,046
+1,813
3479
$2.58M ﹤0.01%
74,464
+27,869
3480
$2.58M ﹤0.01%
121,228
+6,299
3481
$2.56M ﹤0.01%
220,311
+114,724
3482
$2.56M ﹤0.01%
80,438
-4,328
3483
$2.55M ﹤0.01%
354,768
-66,797
3484
$2.55M ﹤0.01%
129,884
+91,020
3485
$2.55M ﹤0.01%
58,829
+41,129
3486
$2.54M ﹤0.01%
57,620
-720
3487
$2.54M ﹤0.01%
200,885
+77,235
3488
$2.54M ﹤0.01%
339,893
+43,816
3489
$2.54M ﹤0.01%
119,437
-329,752
3490
$2.54M ﹤0.01%
167,544
+3,231
3491
$2.54M ﹤0.01%
102,152
-5,012
3492
$2.53M ﹤0.01%
116,926
+8,181
3493
$2.53M ﹤0.01%
198,916
-1,725
3494
$2.52M ﹤0.01%
28,824
+914
3495
$2.52M ﹤0.01%
95,364
-13,425
3496
$2.52M ﹤0.01%
99,394
+3,730
3497
$2.5M ﹤0.01%
100,000
3498
$2.5M ﹤0.01%
24,182
+18,184
3499
$2.5M ﹤0.01%
194,060
+32,721
3500
$2.5M ﹤0.01%
158,109
+25,379