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
4226
$988K ﹤0.01%
+100,000
4227
$985K ﹤0.01%
99,146
+23,508
4228
$984K ﹤0.01%
24,023
+22,005
4229
$984K ﹤0.01%
100,013
+97,161
4230
$983K ﹤0.01%
56,825
+1,504
4231
$980K ﹤0.01%
+99,996
4232
$979K ﹤0.01%
+100,000
4233
$979K ﹤0.01%
+32,420
4234
$978K ﹤0.01%
69,362
-3,251
4235
$978K ﹤0.01%
+100,000
4236
$978K ﹤0.01%
+100,000
4237
$977K ﹤0.01%
155,131
+80,329
4238
$977K ﹤0.01%
+100,000
4239
$976K ﹤0.01%
+99,999
4240
$976K ﹤0.01%
100,000
4241
$976K ﹤0.01%
100,000
4242
$975K ﹤0.01%
99,999
4243
$974K ﹤0.01%
100,000
4244
$974K ﹤0.01%
+99,996
4245
$973K ﹤0.01%
43,945
-13,617
4246
$973K ﹤0.01%
100,000
4247
$973K ﹤0.01%
19,400
4248
$973K ﹤0.01%
97,493
-2,507
4249
$973K ﹤0.01%
+100,000
4250
$972K ﹤0.01%
100,000