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
5876
$67K ﹤0.01%
9,760
-5,663
5877
$67K ﹤0.01%
5,586
-1,431
5878
$67K ﹤0.01%
1,171
-2,912
5879
$67K ﹤0.01%
1,180
+30
5880
$66K ﹤0.01%
9,878
+5,631
5881
$66K ﹤0.01%
94,166
5882
$66K ﹤0.01%
3,315
+596
5883
$66K ﹤0.01%
1,071
-146
5884
$66K ﹤0.01%
23,582
-8,680
5885
$66K ﹤0.01%
6,650
-1,057
5886
$65K ﹤0.01%
+2,536
5887
$65K ﹤0.01%
2,370
+181
5888
$65K ﹤0.01%
2,064
-11,848
5889
$65K ﹤0.01%
13,990
+38
5890
$65K ﹤0.01%
4,078
5891
$65K ﹤0.01%
61,000
5892
$65K ﹤0.01%
1,474
+96
5893
$64K ﹤0.01%
7,367
+182
5894
$64K ﹤0.01%
34,016
+11,315
5895
$64K ﹤0.01%
512
+135
5896
$64K ﹤0.01%
4,857
+231
5897
$64K ﹤0.01%
961
+503
5898
$64K ﹤0.01%
7,846
-2,692
5899
$64K ﹤0.01%
5,173
-1,139
5900
$64K ﹤0.01%
1,098
+314