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
3676
$2.01M ﹤0.01%
54,133
+12,693
3677
$2.01M ﹤0.01%
140,318
+33,684
3678
$2.01M ﹤0.01%
300,619
+15,441
3679
$2.01M ﹤0.01%
33,185
+3,740
3680
$2M ﹤0.01%
105,977
+64,066
3681
$2M ﹤0.01%
205,499
3682
$2M ﹤0.01%
21,323
+19,648
3683
$2M ﹤0.01%
47,708
-8,843
3684
$2M ﹤0.01%
342,967
+114,550
3685
$2M ﹤0.01%
8,865
+3,304
3686
$2M ﹤0.01%
200,000
3687
$1.99M ﹤0.01%
6,223
-190
3688
$1.99M ﹤0.01%
123,128
-375
3689
$1.99M ﹤0.01%
+199,631
3690
$1.99M ﹤0.01%
32,319
+4,261
3691
$1.99M ﹤0.01%
26,320
+3,516
3692
$1.98M ﹤0.01%
99,092
+3,940
3693
$1.98M ﹤0.01%
835,776
+323,036
3694
$1.98M ﹤0.01%
203,385
3695
$1.97M ﹤0.01%
200,000
3696
$1.97M ﹤0.01%
202,000
+150,000
3697
$1.97M ﹤0.01%
104,009
-3,944
3698
$1.97M ﹤0.01%
58,272
+39,133
3699
$1.97M ﹤0.01%
70,520
+1,195
3700
$1.96M ﹤0.01%
111,416
+79,511