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
5776
$86K ﹤0.01%
3,573
-1,994
5777
$86K ﹤0.01%
8,600
5778
$85K ﹤0.01%
5,331
+2,574
5779
$85K ﹤0.01%
3,116
-41,546
5780
$85K ﹤0.01%
4,982
-2,130
5781
$85K ﹤0.01%
3,475
-12,421
5782
$85K ﹤0.01%
78,332
5783
$84K ﹤0.01%
61,332
-30,572
5784
$84K ﹤0.01%
8,319
+3,022
5785
$84K ﹤0.01%
3,352
+222
5786
$84K ﹤0.01%
2,253
+2,108
5787
$84K ﹤0.01%
207
+117
5788
$84K ﹤0.01%
4,829
+4,760
5789
$84K ﹤0.01%
28,002
-39,902
5790
$83K ﹤0.01%
2,527
-3,507
5791
$83K ﹤0.01%
7,477
-4,429
5792
$83K ﹤0.01%
10,179
+3,653
5793
$83K ﹤0.01%
460
-48
5794
$83K ﹤0.01%
8,539
5795
$82K ﹤0.01%
794
-26
5796
$82K ﹤0.01%
3,254
-1,408
5797
$82K ﹤0.01%
1,885
-3,126
5798
$82K ﹤0.01%
156,400
+57,751
5799
$82K ﹤0.01%
3,324
5800
$81K ﹤0.01%
1,801
-288