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
3526
$2.42M ﹤0.01%
269,955
+9,273
3527
$2.42M ﹤0.01%
67,472
-22,442
3528
$2.42M ﹤0.01%
+249,900
3529
$2.42M ﹤0.01%
41,040
+3,551
3530
$2.42M ﹤0.01%
63,235
-24,378
3531
$2.42M ﹤0.01%
247,998
3532
$2.41M ﹤0.01%
131,411
-32,446
3533
$2.4M ﹤0.01%
109,772
+6,278
3534
$2.4M ﹤0.01%
15,068
-54
3535
$2.4M ﹤0.01%
75,847
+6,427
3536
$2.39M ﹤0.01%
68,670
+31,883
3537
$2.39M ﹤0.01%
+25,571
3538
$2.39M ﹤0.01%
33,574
+17,431
3539
$2.39M ﹤0.01%
30,529
-17,197
3540
$2.38M ﹤0.01%
29,187
+6,616
3541
$2.38M ﹤0.01%
117,279
+3,340
3542
$2.38M ﹤0.01%
10,172
-41,704
3543
$2.38M ﹤0.01%
53,406
-1,139
3544
$2.38M ﹤0.01%
44,073
+18,919
3545
$2.37M ﹤0.01%
58,141
+358
3546
$2.36M ﹤0.01%
1,596,352
-4,853
3547
$2.36M ﹤0.01%
33,914
-1,336
3548
$2.35M ﹤0.01%
241,094
3549
$2.34M ﹤0.01%
43,076
+8,106
3550
$2.34M ﹤0.01%
238,083