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
5376
$183K ﹤0.01%
4,267
-10,844
5377
$183K ﹤0.01%
3,693
-550
5378
$182K ﹤0.01%
16,338
+12,322
5379
$182K ﹤0.01%
9,646
+2,371
5380
$182K ﹤0.01%
25,689
+4,438
5381
$181K ﹤0.01%
9,731
-1,037
5382
$181K ﹤0.01%
5,691
-4,968
5383
$180K ﹤0.01%
38,487
+3,965
5384
$179K ﹤0.01%
16,757
-987
5385
$179K ﹤0.01%
+1,936
5386
$179K ﹤0.01%
6,328
-56,408
5387
$179K ﹤0.01%
2,666
+847
5388
$179K ﹤0.01%
16,136
+16,106
5389
$178K ﹤0.01%
8,935
5390
$178K ﹤0.01%
24,984
-47,494
5391
$178K ﹤0.01%
21,932
+91
5392
$178K ﹤0.01%
27,528
-301
5393
$177K ﹤0.01%
4,360
+1,588
5394
$177K ﹤0.01%
19,911
-11,242
5395
$177K ﹤0.01%
12,102
+1,550
5396
$176K ﹤0.01%
19,909
+19,868
5397
$176K ﹤0.01%
14,507
-5,698
5398
$176K ﹤0.01%
36,961
+1,504
5399
$176K ﹤0.01%
47,816
-12,436
5400
$176K ﹤0.01%
+22,500