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
5126
$268K ﹤0.01%
8,200
5127
$267K ﹤0.01%
9,790
+6,398
5128
$267K ﹤0.01%
15,000
5129
$267K ﹤0.01%
6,898
-1,519
5130
$266K ﹤0.01%
62,775
+62,665
5131
$265K ﹤0.01%
28,429
-9,283
5132
$265K ﹤0.01%
7,524
+958
5133
$264K ﹤0.01%
25,261
-55,579
5134
$263K ﹤0.01%
2,025
-7,599
5135
$263K ﹤0.01%
2,780
+1,987
5136
$262K ﹤0.01%
1,036
+521
5137
$262K ﹤0.01%
1,675
+125
5138
$262K ﹤0.01%
21,605
+4,559
5139
$262K ﹤0.01%
3,086
5140
$261K ﹤0.01%
4,868
-124
5141
$261K ﹤0.01%
9,997
+1,443
5142
$260K ﹤0.01%
45,830
-26,366
5143
$259K ﹤0.01%
36,365
+3,224
5144
$259K ﹤0.01%
13,176
-15,293
5145
$259K ﹤0.01%
5,762
-505
5146
$259K ﹤0.01%
22,464
-2,006
5147
$259K ﹤0.01%
23,595
+7,546
5148
$258K ﹤0.01%
10,128
+3,181
5149
$258K ﹤0.01%
43,280
+18,306
5150
$258K ﹤0.01%
7,922
+1,222