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
5651
$112K ﹤0.01%
20,912
+403
5652
$111K ﹤0.01%
2,485
-800
5653
$111K ﹤0.01%
15,890
-2,827
5654
$111K ﹤0.01%
4,436
-11
5655
$111K ﹤0.01%
80,024
+53,654
5656
$110K ﹤0.01%
+387
5657
$110K ﹤0.01%
+6,918
5658
$110K ﹤0.01%
18,862
+2,847
5659
$110K ﹤0.01%
57,363
+177
5660
$109K ﹤0.01%
2,316
-2,225
5661
$109K ﹤0.01%
32,052
+1,069
5662
$109K ﹤0.01%
5,148
-23,730
5663
$108K ﹤0.01%
10,506
-2,748
5664
$108K ﹤0.01%
2,399
-3,973
5665
$108K ﹤0.01%
4,136
-1,012
5666
$108K ﹤0.01%
5
+3
5667
$108K ﹤0.01%
10,998
5668
$107K ﹤0.01%
3,461
-672
5669
$107K ﹤0.01%
6,976
+688
5670
$107K ﹤0.01%
4,557
-494
5671
$107K ﹤0.01%
5,004
+5,003
5672
$107K ﹤0.01%
5,235
+3,201
5673
$106K ﹤0.01%
+3
5674
$106K ﹤0.01%
1,819
-5
5675
$106K ﹤0.01%
499
+211