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
6101
$39K ﹤0.01%
+117
6102
$39K ﹤0.01%
6,250
+5,850
6103
$39K ﹤0.01%
43,803
6104
$39K ﹤0.01%
58,333
6105
$39K ﹤0.01%
186
6106
$38K ﹤0.01%
782
-1,639
6107
$38K ﹤0.01%
2,841
6108
$38K ﹤0.01%
2,340
-1,570
6109
$38K ﹤0.01%
93
-76
6110
$38K ﹤0.01%
1,696
+845
6111
$38K ﹤0.01%
+3,800
6112
$38K ﹤0.01%
+1,178
6113
$38K ﹤0.01%
3,137
-4,644
6114
$38K ﹤0.01%
2,466
6115
$38K ﹤0.01%
5,687
-966
6116
$38K ﹤0.01%
7,333
6117
$37K ﹤0.01%
5,592
-2,485
6118
$37K ﹤0.01%
9,628
-1,889
6119
$37K ﹤0.01%
680
+668
6120
$37K ﹤0.01%
1,688
+135
6121
$37K ﹤0.01%
728
+18
6122
$37K ﹤0.01%
3,004
-880
6123
$37K ﹤0.01%
4,148
-613
6124
$37K ﹤0.01%
41,173
+249
6125
$36K ﹤0.01%
6,445
+1,200