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
5951
$56K ﹤0.01%
27,213
-22,199
5952
$56K ﹤0.01%
4,371
+629
5953
$56K ﹤0.01%
2,845
5954
$56K ﹤0.01%
891
-108
5955
$56K ﹤0.01%
1,033
+1,001
5956
$56K ﹤0.01%
88,577
5957
$55K ﹤0.01%
1,736
-179
5958
$55K ﹤0.01%
6,936
+2,917
5959
$55K ﹤0.01%
19,785
+14,761
5960
$55K ﹤0.01%
5,633
5961
$54K ﹤0.01%
+1,175
5962
$54K ﹤0.01%
+5,674
5963
$54K ﹤0.01%
3,342
-221
5964
$54K ﹤0.01%
6,237
+875
5965
$54K ﹤0.01%
+9,070
5966
$54K ﹤0.01%
9,238
+146
5967
$54K ﹤0.01%
3,608
5968
$54K ﹤0.01%
14,777
-9,851
5969
$53K ﹤0.01%
515
+234
5970
$53K ﹤0.01%
5,200
5971
$53K ﹤0.01%
4,825
-30
5972
$53K ﹤0.01%
3,618
-5,379
5973
$53K ﹤0.01%
1,783
-452
5974
$53K ﹤0.01%
5,132
+157
5975
$53K ﹤0.01%
1,468
+44