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
5301
$208K ﹤0.01%
21,549
+475
5302
$208K ﹤0.01%
8,268
-1,014
5303
$208K ﹤0.01%
50,839
+49,813
5304
$208K ﹤0.01%
8,193
+1,623
5305
$208K ﹤0.01%
11,089
+28
5306
$208K ﹤0.01%
21,337
5307
$207K ﹤0.01%
9,317
-1,186
5308
$206K ﹤0.01%
15,103
-490
5309
$206K ﹤0.01%
8,050
-140
5310
$206K ﹤0.01%
10,283
-3,119
5311
$205K ﹤0.01%
6,111
+129
5312
$205K ﹤0.01%
36,973
-1,759
5313
$205K ﹤0.01%
2,607
+1,936
5314
$204K ﹤0.01%
1,026
+217
5315
$204K ﹤0.01%
3,391
5316
$203K ﹤0.01%
1,175
+124
5317
$203K ﹤0.01%
8,633
+4,488
5318
$203K ﹤0.01%
3,312
+2,471
5319
$203K ﹤0.01%
32,531
-15,136
5320
$203K ﹤0.01%
11,736
+37
5321
$202K ﹤0.01%
5,980
+64
5322
$202K ﹤0.01%
73
+41
5323
$202K ﹤0.01%
2,604
-1,250
5324
$202K ﹤0.01%
7,472
-3,200
5325
$202K ﹤0.01%
4,392
+34