Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.09%
 

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
+23.09%
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%
7,494
5831
$75K ﹤0.01%
4,130
-28
5832
$75K ﹤0.01%
19,063
-1,985
5833
$75K ﹤0.01%
3
-3
5834
$74K ﹤0.01%
3,095
+1,279
5835
$74K ﹤0.01%
4,218
+2,134
5836
$74K ﹤0.01%
5,000
5837
$74K ﹤0.01%
25,111
+25,078
5838
$74K ﹤0.01%
10,221
+122
5839
$73K ﹤0.01%
562
5840
$73K ﹤0.01%
4,960
-19,052
5841
$73K ﹤0.01%
1,012
-554
5842
$73K ﹤0.01%
6,814
+482
5843
$73K ﹤0.01%
81
-46
5844
$73K ﹤0.01%
5,512
-9,625
5845
$73K ﹤0.01%
50,308
+16,178
5846
$73K ﹤0.01%
25,791
-4,052
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