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
4251
$972K ﹤0.01%
+99,999
4252
$971K ﹤0.01%
+23,825
4253
$970K ﹤0.01%
65,427
+38,652
4254
$970K ﹤0.01%
99,999
4255
$970K ﹤0.01%
100,000
-192,137
4256
$968K ﹤0.01%
100,000
4257
$967K ﹤0.01%
236
-112
4258
$966K ﹤0.01%
105,061
-9,435
4259
$966K ﹤0.01%
41,949
+1,927
4260
$965K ﹤0.01%
+99,999
4261
$963K ﹤0.01%
21,551
-12,754
4262
$963K ﹤0.01%
128,486
-4,362
4263
$962K ﹤0.01%
21,826
+1,133
4264
$962K ﹤0.01%
266,460
+177,514
4265
$961K ﹤0.01%
71,585
+8,357
4266
$959K ﹤0.01%
44,402
+20,107
4267
$958K ﹤0.01%
29,915
+16,790
4268
$954K ﹤0.01%
28,302
+7,546
4269
$953K ﹤0.01%
92,216
+3,255
4270
$952K ﹤0.01%
65,687
-13,400
4271
$951K ﹤0.01%
23,185
+9,392
4272
$950K ﹤0.01%
50,749
-1,509
4273
$949K ﹤0.01%
106,870
+67,982
4274
$947K ﹤0.01%
13,649
+12,185
4275
$944K ﹤0.01%
81,810
+75,176