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
4151
$1.07M ﹤0.01%
25,132
+7,735
4152
$1.07M ﹤0.01%
10,148
-1,742
4153
$1.07M ﹤0.01%
9,684
+1,623
4154
$1.07M ﹤0.01%
217,229
+20,107
4155
$1.07M ﹤0.01%
64,478
-17,284
4156
$1.07M ﹤0.01%
56,578
-12,939
4157
$1.07M ﹤0.01%
81,158
+6,824
4158
$1.07M ﹤0.01%
51,578
+41,096
4159
$1.06M ﹤0.01%
159,221
-119,641
4160
$1.06M ﹤0.01%
48,155
-1,610
4161
$1.06M ﹤0.01%
+43,733
4162
$1.06M ﹤0.01%
35,775
-692
4163
$1.06M ﹤0.01%
89,085
+35,431
4164
$1.06M ﹤0.01%
14,747
-1,795
4165
$1.05M ﹤0.01%
50,000
4166
$1.05M ﹤0.01%
66,146
-537
4167
$1.05M ﹤0.01%
35,655
+30,466
4168
$1.05M ﹤0.01%
34,283
+780
4169
$1.05M ﹤0.01%
56,264
-4,450
4170
$1.05M ﹤0.01%
90,157
+31,737
4171
$1.05M ﹤0.01%
24,857
-9,459
4172
$1.05M ﹤0.01%
65,484
-24,278
4173
$1.04M ﹤0.01%
62,833
+1,792
4174
$1.04M ﹤0.01%
19,585
+4,587
4175
$1.04M ﹤0.01%
55,154
+24,004