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
5726
$96K ﹤0.01%
10,233
-243
5727
$95K ﹤0.01%
2,793
+705
5728
$95K ﹤0.01%
3,239
+372
5729
$95K ﹤0.01%
+10,479
5730
$94K ﹤0.01%
25,900
-7,329
5731
$94K ﹤0.01%
9,188
-1,883
5732
$94K ﹤0.01%
177
+45
5733
$94K ﹤0.01%
35,910
+6,014
5734
$94K ﹤0.01%
3,171
+3,157
5735
$94K ﹤0.01%
1,194
+597
5736
$93K ﹤0.01%
14,191
+13,979
5737
$93K ﹤0.01%
36,000
5738
$93K ﹤0.01%
4,739
-5,722
5739
$93K ﹤0.01%
3,749
+399
5740
$92K ﹤0.01%
11,697
+2,311
5741
$92K ﹤0.01%
11,843
-4,817
5742
$92K ﹤0.01%
9,472
+781
5743
$91K ﹤0.01%
6,716
-500
5744
$91K ﹤0.01%
19,008
-14,238
5745
$91K ﹤0.01%
+7,276
5746
$91K ﹤0.01%
573
-178
5747
$91K ﹤0.01%
25,696
-24,372
5748
$90K ﹤0.01%
2,156
-176
5749
$90K ﹤0.01%
4,700
-24,451
5750
$90K ﹤0.01%
3,524
+50