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
3926
$1.45M ﹤0.01%
+150,000
3927
$1.45M ﹤0.01%
+150,000
3928
$1.45M ﹤0.01%
23,019
-500
3929
$1.45M ﹤0.01%
132,916
+102,663
3930
$1.45M ﹤0.01%
86,864
+2,429
3931
$1.44M ﹤0.01%
68,031
+27,507
3932
$1.44M ﹤0.01%
31,861
+27,900
3933
$1.44M ﹤0.01%
28,923
+14,223
3934
$1.44M ﹤0.01%
107,365
+8,590
3935
$1.44M ﹤0.01%
+24,953
3936
$1.44M ﹤0.01%
49,669
+28,379
3937
$1.44M ﹤0.01%
63,300
-4,111
3938
$1.43M ﹤0.01%
21,718
+5,032
3939
$1.43M ﹤0.01%
146,626
3940
$1.43M ﹤0.01%
48,010
+3,272
3941
$1.43M ﹤0.01%
84,686
+14,620
3942
$1.43M ﹤0.01%
78,322
+33,322
3943
$1.43M ﹤0.01%
54,141
+51,547
3944
$1.43M ﹤0.01%
26,051
+21,482
3945
$1.43M ﹤0.01%
58,743
+17,239
3946
$1.42M ﹤0.01%
17,310
-606
3947
$1.42M ﹤0.01%
26,360
+13,668
3948
$1.41M ﹤0.01%
26,560
-1,627
3949
$1.41M ﹤0.01%
14,058
-35,644
3950
$1.41M ﹤0.01%
12,989
+52