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
4676
$535K ﹤0.01%
23,610
+578
4677
$533K ﹤0.01%
61,860
-235,357
4678
$532K ﹤0.01%
43,786
-33,136
4679
$532K ﹤0.01%
29,334
-30,387
4680
$532K ﹤0.01%
172,417
+1,520
4681
$531K ﹤0.01%
17,401
-897
4682
$529K ﹤0.01%
82,713
+22,838
4683
$529K ﹤0.01%
805
-257
4684
$528K ﹤0.01%
40,004
-3,155
4685
$528K ﹤0.01%
29,811
-9,576
4686
$526K ﹤0.01%
52,644
+16,606
4687
$524K ﹤0.01%
34,227
-11,844
4688
$522K ﹤0.01%
1,349
+679
4689
$522K ﹤0.01%
143,610
+2,396
4690
$521K ﹤0.01%
28,274
-4,289
4691
$520K ﹤0.01%
10,593
+311
4692
$519K ﹤0.01%
23,657
+5,746
4693
$518K ﹤0.01%
21,132
-1,506
4694
$517K ﹤0.01%
5,362
+5,052
4695
$516K ﹤0.01%
42,830
+12,089
4696
$516K ﹤0.01%
52,400
4697
$516K ﹤0.01%
50,000
4698
$516K ﹤0.01%
50,000
4699
$513K ﹤0.01%
50,650
-1,016
4700
$512K ﹤0.01%
51,116
+2,140