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
5826
$76K ﹤0.01%
1,540
-775
5827
$76K ﹤0.01%
+16,173
5828
$76K ﹤0.01%
1,951
+1,181
5829
$76K ﹤0.01%
5,058
+3,658
5830
$75K ﹤0.01%
19,063
-1,985
5831
$75K ﹤0.01%
34
-22
5832
$75K ﹤0.01%
7,494
5833
$75K ﹤0.01%
4,130
-28
5834
$74K ﹤0.01%
3,095
+1,279
5835
$74K ﹤0.01%
4,218
+2,134
5836
$74K ﹤0.01%
25,111
+25,078
5837
$74K ﹤0.01%
10,221
+122
5838
$74K ﹤0.01%
5,000
5839
$73K ﹤0.01%
562
5840
$73K ﹤0.01%
4,960
-19,052
5841
$73K ﹤0.01%
81
-46
5842
$73K ﹤0.01%
5,512
-9,625
5843
$73K ﹤0.01%
50,308
+16,178
5844
$73K ﹤0.01%
25,791
-4,052
5845
$73K ﹤0.01%
1,012
-554
5846
$73K ﹤0.01%
6,814
+482
5847
$72K ﹤0.01%
3,317
+3,103
5848
$72K ﹤0.01%
9,983
-33,191
5849
$72K ﹤0.01%
3,509
+541
5850
$72K ﹤0.01%
+161