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
4401
$786K ﹤0.01%
139,003
-4,653
4402
$786K ﹤0.01%
8,226
+7,699
4403
$784K ﹤0.01%
18,429
-239
4404
$784K ﹤0.01%
12,636
-5,283
4405
$784K ﹤0.01%
31,504
+27,828
4406
$782K ﹤0.01%
60,817
+698
4407
$780K ﹤0.01%
6,113
+5,542
4408
$780K ﹤0.01%
80,135
+23,845
4409
$780K ﹤0.01%
23,634
+5,432
4410
$779K ﹤0.01%
80,100
4411
$779K ﹤0.01%
30,855
-2,246
4412
$778K ﹤0.01%
2,849
+236
4413
$777K ﹤0.01%
93,315
+42,311
4414
$777K ﹤0.01%
11,940
+10,359
4415
$776K ﹤0.01%
22,220
-8,937
4416
$775K ﹤0.01%
35,689
+5,346
4417
$775K ﹤0.01%
69,213
-12,428
4418
$772K ﹤0.01%
35,714
+3,750
4419
$771K ﹤0.01%
20,943
+522
4420
$770K ﹤0.01%
36,780
+7,860
4421
$769K ﹤0.01%
22,447
-929
4422
$769K ﹤0.01%
7,732
-87
4423
$768K ﹤0.01%
39,077
-34,791
4424
$768K ﹤0.01%
20,400
4425
$766K ﹤0.01%
25,110
+10,744