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
5426
$168K ﹤0.01%
5,347
-32
5427
$168K ﹤0.01%
41,050
-1,039
5428
$168K ﹤0.01%
+51,756
5429
$167K ﹤0.01%
11,980
-290
5430
$167K ﹤0.01%
2,396
-607
5431
$166K ﹤0.01%
8,583
+3,781
5432
$166K ﹤0.01%
9,358
+401
5433
$166K ﹤0.01%
18,439
+16,629
5434
$166K ﹤0.01%
5,734
-1,223
5435
$165K ﹤0.01%
7,857
-9,981
5436
$165K ﹤0.01%
38,223
+3,793
5437
$165K ﹤0.01%
4,626
-576
5438
0
5439
$165K ﹤0.01%
512
+74
5440
$163K ﹤0.01%
7,027
5441
$161K ﹤0.01%
9,533
+6,033
5442
$161K ﹤0.01%
3,383
-476
5443
$161K ﹤0.01%
31,651
+6,692
5444
$161K ﹤0.01%
13,984
+13,966
5445
$161K ﹤0.01%
19,460
+2,340
5446
$160K ﹤0.01%
7,230
-400
5447
$160K ﹤0.01%
16,098
-21,304
5448
$160K ﹤0.01%
6,329
-26,685
5449
$160K ﹤0.01%
15,761
-8,960
5450
$159K ﹤0.01%
+11,478