Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.09%
 

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
+23.09%
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
5251
$221K ﹤0.01%
21,487
-4,183
5252
$221K ﹤0.01%
8,797
-3,541
5253
$221K ﹤0.01%
18,753
+63
5254
$220K ﹤0.01%
268
+163
5255
$220K ﹤0.01%
9,053
-881
5256
$220K ﹤0.01%
14,387
+7,408
5257
$220K ﹤0.01%
17,516
+41
5258
$220K ﹤0.01%
25,175
+1,095
5259
$219K ﹤0.01%
42,732
+1,308
5260
$219K ﹤0.01%
11,140
+55
5261
$219K ﹤0.01%
7,695
+1,166
5262
$218K ﹤0.01%
3,580
5263
$218K ﹤0.01%
18,080
+17,946
5264
$217K ﹤0.01%
6,365
-1,278
5265
$217K ﹤0.01%
24,748
-129
5266
$217K ﹤0.01%
40,828
+4,635
5267
$217K ﹤0.01%
9,934
+5,346
5268
$217K ﹤0.01%
4,282
-9,842
5269
$217K ﹤0.01%
72,725
+20,429
5270
$216K ﹤0.01%
12,328
+12,318
5271
$216K ﹤0.01%
13,303
-335
5272
$216K ﹤0.01%
6,988
+31
5273
$216K ﹤0.01%
10,499
+241
5274
$216K ﹤0.01%
941
+552
5275
$215K ﹤0.01%
2,295
+1,795