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
5576
$127K ﹤0.01%
120,625
5577
$127K ﹤0.01%
17,973
-2,315
5578
$126K ﹤0.01%
1,379
+1
5579
$126K ﹤0.01%
+4,269
5580
$126K ﹤0.01%
15,048
+13,938
5581
$126K ﹤0.01%
68,391
+20,896
5582
$126K ﹤0.01%
630
-71
5583
$126K ﹤0.01%
40,504
-9,577
5584
$126K ﹤0.01%
1,550
+1,147
5585
$125K ﹤0.01%
25,504
-6,359
5586
$125K ﹤0.01%
+12,092
5587
$125K ﹤0.01%
5,928
-200,678
5588
$125K ﹤0.01%
5,771
+3,811
5589
$125K ﹤0.01%
1,006
-132
5590
$124K ﹤0.01%
1,836
+1,045
5591
$124K ﹤0.01%
2,063
+1,940
5592
$124K ﹤0.01%
+2,582
5593
$124K ﹤0.01%
17,622
+5,564
5594
$123K ﹤0.01%
+6,455
5595
$123K ﹤0.01%
11,818
+6,124
5596
$123K ﹤0.01%
7,136
-9,509
5597
$122K ﹤0.01%
869
+250
5598
$122K ﹤0.01%
1,800
-205
5599
$122K ﹤0.01%
21,000
-118
5600
$122K ﹤0.01%
18,003
-10,176