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
3876
$1.55M ﹤0.01%
22,804
-11,840
3877
$1.54M ﹤0.01%
317,354
+36,249
3878
$1.54M ﹤0.01%
115,561
+6,881
3879
$1.54M ﹤0.01%
68,105
+21,135
3880
$1.53M ﹤0.01%
117,318
+55,206
3881
$1.53M ﹤0.01%
29,742
-220
3882
$1.53M ﹤0.01%
156,865
3883
$1.53M ﹤0.01%
46,833
+10,855
3884
$1.53M ﹤0.01%
55,936
+5,868
3885
$1.53M ﹤0.01%
334,221
-97,417
3886
$1.53M ﹤0.01%
190,131
-3,674
3887
$1.52M ﹤0.01%
51,939
-2,385
3888
$1.52M ﹤0.01%
39,842
+12,074
3889
$1.52M ﹤0.01%
11,286
-12,883
3890
$1.52M ﹤0.01%
81,079
+4,341
3891
$1.51M ﹤0.01%
17,422
+2,087
3892
$1.51M ﹤0.01%
29,898
-4,647
3893
$1.51M ﹤0.01%
27,324
+770
3894
$1.51M ﹤0.01%
92,276
-26,627
3895
$1.51M ﹤0.01%
164,161
+5,234
3896
$1.51M ﹤0.01%
7,971
+1,009
3897
$1.51M ﹤0.01%
62,039
-1,086
3898
$1.5M ﹤0.01%
52,530
+36,011
3899
$1.5M ﹤0.01%
139,801
+11,652
3900
$1.5M ﹤0.01%
20,742
-9,058