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
3776
$1.77M ﹤0.01%
+84,638
3777
$1.77M ﹤0.01%
+79,501
3778
$1.76M ﹤0.01%
61,248
+55,688
3779
$1.76M ﹤0.01%
112,172
-15,322
3780
$1.76M ﹤0.01%
90,101
+77,705
3781
$1.76M ﹤0.01%
68,749
+17,758
3782
$1.76M ﹤0.01%
31,302
-14,684
3783
$1.76M ﹤0.01%
42,780
+5,048
3784
$1.76M ﹤0.01%
32,684
+8,223
3785
$1.76M ﹤0.01%
80,505
-13,460
3786
$1.76M ﹤0.01%
97,367
+54,999
3787
$1.76M ﹤0.01%
518,284
+180,376
3788
$1.75M ﹤0.01%
62,549
-60,313
3789
$1.75M ﹤0.01%
21,895
+6,106
3790
$1.75M ﹤0.01%
+84,567
3791
$1.74M ﹤0.01%
35,053
+34,757
3792
$1.74M ﹤0.01%
31,557
+11,088
3793
$1.73M ﹤0.01%
175,475
+9,606
3794
$1.73M ﹤0.01%
17,647
+7,841
3795
$1.73M ﹤0.01%
12,416
+4,953
3796
$1.73M ﹤0.01%
67,719
-46,515
3797
$1.73M ﹤0.01%
40,088
+5,655
3798
$1.73M ﹤0.01%
184,369
-27,199
3799
$1.73M ﹤0.01%
172,648
3800
$1.73M ﹤0.01%
+174,900