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
5976
$53K ﹤0.01%
5,200
5977
$52K ﹤0.01%
925
+55
5978
$52K ﹤0.01%
2,221
-852
5979
$52K ﹤0.01%
135
+4
5980
$52K ﹤0.01%
1,272
-611
5981
$52K ﹤0.01%
+11
5982
$52K ﹤0.01%
3,276
+2,228
5983
$51K ﹤0.01%
7,267
+191
5984
$51K ﹤0.01%
1,000
5985
$51K ﹤0.01%
928
-55
5986
$51K ﹤0.01%
+4,031
5987
$51K ﹤0.01%
+642
5988
$51K ﹤0.01%
+1,195
5989
$51K ﹤0.01%
14,358
+14,346
5990
$51K ﹤0.01%
11,591
-3,537
5991
$51K ﹤0.01%
5,114
-800
5992
$51K ﹤0.01%
11,696
-15,084
5993
$51K ﹤0.01%
17,771
+5,264
5994
$50K ﹤0.01%
1,725
+1,525
5995
$50K ﹤0.01%
+104
5996
$50K ﹤0.01%
2
5997
$50K ﹤0.01%
+1,519
5998
$50K ﹤0.01%
+3,716
5999
$50K ﹤0.01%
+6,048
6000
$50K ﹤0.01%
+213