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
4976
$339K ﹤0.01%
115,079
-9,015
4977
$338K ﹤0.01%
49,639
+49,614
4978
$338K ﹤0.01%
+39,970
4979
$338K ﹤0.01%
13,027
-1,972
4980
$338K ﹤0.01%
17,710
-34,987
4981
$338K ﹤0.01%
15,273
-81,293
4982
$336K ﹤0.01%
6,460
-6,384
4983
$335K ﹤0.01%
6,454
+2,616
4984
$335K ﹤0.01%
75,090
-24,168
4985
$334K ﹤0.01%
+24,092
4986
$332K ﹤0.01%
15,994
-9,310
4987
$331K ﹤0.01%
10,706
-875
4988
$331K ﹤0.01%
210,751
+26,191
4989
$331K ﹤0.01%
86
+24
4990
$329K ﹤0.01%
4,239
+1,137
4991
$329K ﹤0.01%
8,875
+8,494
4992
$328K ﹤0.01%
23,735
4993
$328K ﹤0.01%
66,745
+6,406
4994
$327K ﹤0.01%
19,408
+10,784
4995
$326K ﹤0.01%
10,810
-14,866
4996
$326K ﹤0.01%
9,035
+7,376
4997
$326K ﹤0.01%
12,926
+518
4998
$325K ﹤0.01%
7,733
-3,290
4999
$325K ﹤0.01%
31,048
+10,074
5000
$325K ﹤0.01%
16,061
-1,108