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
5501
$147K ﹤0.01%
10,424
+727
5502
$147K ﹤0.01%
5,619
-3,705
5503
$147K ﹤0.01%
26,887
+12,132
5504
$146K ﹤0.01%
9,000
-1,500
5505
$146K ﹤0.01%
9,169
-2,196
5506
$146K ﹤0.01%
10,774
-2,474
5507
$144K ﹤0.01%
3,432
+2,405
5508
$144K ﹤0.01%
13,387
-888
5509
$144K ﹤0.01%
96,996
+96,618
5510
$144K ﹤0.01%
+11,292
5511
$144K ﹤0.01%
27,927
-28,471
5512
$143K ﹤0.01%
7,400
+30
5513
$143K ﹤0.01%
1,521
+78
5514
$143K ﹤0.01%
18,583
+10,012
5515
$142K ﹤0.01%
20,855
+8,955
5516
$142K ﹤0.01%
10,254
-1,611
5517
$142K ﹤0.01%
21,840
-2,939
5518
$142K ﹤0.01%
+16,072
5519
$141K ﹤0.01%
7,462
-2,722
5520
$141K ﹤0.01%
28,253
+11,692
5521
$141K ﹤0.01%
+2,434
5522
$141K ﹤0.01%
13,929
+10,402
5523
$140K ﹤0.01%
2,640
+557
5524
$140K ﹤0.01%
2,867
+379
5525
$140K ﹤0.01%
36,406
+1,197