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
4776
$464K ﹤0.01%
22,308
+2,990
4777
$464K ﹤0.01%
17,601
-1,662
4778
$464K ﹤0.01%
18,058
+10,640
4779
$463K ﹤0.01%
9,464
+68
4780
$463K ﹤0.01%
17,286
+134
4781
$462K ﹤0.01%
5,674
+3,489
4782
$462K ﹤0.01%
17,978
+8,229
4783
$462K ﹤0.01%
40,552
+6,532
4784
$462K ﹤0.01%
1,668
+717
4785
$460K ﹤0.01%
8,743
+4,154
4786
$460K ﹤0.01%
10,062
+6,802
4787
$459K ﹤0.01%
67,840
+65,665
4788
$459K ﹤0.01%
23,544
-1,349
4789
$458K ﹤0.01%
7,063
+27
4790
$458K ﹤0.01%
76,453
+21,916
4791
$457K ﹤0.01%
39,367
-88,423
4792
$456K ﹤0.01%
158,410
+71,863
4793
$455K ﹤0.01%
+1,178
4794
$454K ﹤0.01%
40,005
-6,653
4795
$453K ﹤0.01%
43,070
+31,690
4796
$453K ﹤0.01%
45,405
-5,582
4797
$453K ﹤0.01%
35,003
+27,927
4798
$452K ﹤0.01%
27,255
+21,724
4799
$451K ﹤0.01%
23,704
-18,424
4800
$451K ﹤0.01%
48,255
-26,571