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
3576
$2.29M ﹤0.01%
84,259
-950
3577
$2.29M ﹤0.01%
80,264
-2,306
3578
$2.29M ﹤0.01%
94,858
+47,336
3579
$2.29M ﹤0.01%
56,430
+2,943
3580
$2.29M ﹤0.01%
49,885
+18,071
3581
$2.28M ﹤0.01%
70,297
+60,002
3582
$2.28M ﹤0.01%
88,407
+39,890
3583
$2.27M ﹤0.01%
228,551
+228,186
3584
$2.27M ﹤0.01%
153,755
+14,535
3585
$2.27M ﹤0.01%
131,389
+8,285
3586
$2.25M ﹤0.01%
83,577
+32,392
3587
$2.25M ﹤0.01%
135,850
-46,142
3588
$2.25M ﹤0.01%
90,896
-6,014
3589
$2.25M ﹤0.01%
75,072
+47,163
3590
$2.25M ﹤0.01%
78,917
+3,573
3591
$2.25M ﹤0.01%
59,693
+21,736
3592
$2.24M ﹤0.01%
116,512
+116,312
3593
$2.24M ﹤0.01%
89,749
+621
3594
$2.23M ﹤0.01%
91,791
-20,663
3595
$2.23M ﹤0.01%
91,561
+9,367
3596
$2.23M ﹤0.01%
226,100
3597
$2.22M ﹤0.01%
41,435
-23,074
3598
$2.22M ﹤0.01%
87,226
+32,390
3599
$2.22M ﹤0.01%
35,905
-43,272
3600
$2.22M ﹤0.01%
120,169
+36,614