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
5751
$90K ﹤0.01%
4,515
+605
5752
$90K ﹤0.01%
5,122
-584
5753
$90K ﹤0.01%
426
-158
5754
$90K ﹤0.01%
+4,608
5755
$89K ﹤0.01%
6,002
5756
$89K ﹤0.01%
+1,128
5757
$89K ﹤0.01%
44,394
+28,194
5758
$89K ﹤0.01%
1,523
-54
5759
$89K ﹤0.01%
971
+962
5760
$88K ﹤0.01%
1,739
+276
5761
$88K ﹤0.01%
5,652
-678
5762
$88K ﹤0.01%
3,255
+1,821
5763
$88K ﹤0.01%
4,208
-1
5764
$88K ﹤0.01%
14,877
+6,034
5765
$87K ﹤0.01%
6,369
-1,288
5766
$87K ﹤0.01%
28,628
+1,000
5767
$87K ﹤0.01%
15,532
-9,033
5768
$87K ﹤0.01%
9,759
-817
5769
$87K ﹤0.01%
16,729
-2,437
5770
$87K ﹤0.01%
2,480
-841
5771
$87K ﹤0.01%
1,953
+319
5772
$86K ﹤0.01%
1,925
5773
$86K ﹤0.01%
6,642
-94
5774
$86K ﹤0.01%
9,010
+3,310
5775
$86K ﹤0.01%
3,269
+986