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
5051
$297K ﹤0.01%
25,025
-23,771
5052
$297K ﹤0.01%
5,890
+1,372
5053
$296K ﹤0.01%
31,830
+1,896
5054
$296K ﹤0.01%
34,046
+13,382
5055
$295K ﹤0.01%
35,217
-1,872
5056
$294K ﹤0.01%
6,720
-910
5057
$294K ﹤0.01%
+31,113
5058
$294K ﹤0.01%
82,535
+79,375
5059
$293K ﹤0.01%
27,190
-955
5060
$292K ﹤0.01%
10,358
+177
5061
$292K ﹤0.01%
17,759
-22,727
5062
$292K ﹤0.01%
+29,648
5063
$291K ﹤0.01%
68,650
-28,497
5064
$291K ﹤0.01%
6,035
-607
5065
$291K ﹤0.01%
23,459
-1,541
5066
$290K ﹤0.01%
8,168
-1,031
5067
$289K ﹤0.01%
5,892
-745
5068
$289K ﹤0.01%
12,986
+2,442
5069
$289K ﹤0.01%
5,795
+4,966
5070
$287K ﹤0.01%
2,936
+2,025
5071
$287K ﹤0.01%
4,868
-810
5072
$287K ﹤0.01%
7,155
+4,264
5073
$287K ﹤0.01%
23,366
-18,851
5074
$287K ﹤0.01%
27,272
+4,270
5075
$287K ﹤0.01%
22,558
-26,047