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
6151
$34K ﹤0.01%
450
6152
$34K ﹤0.01%
6,505
+242
6153
$34K ﹤0.01%
+2,000
6154
$34K ﹤0.01%
+3,284
6155
$34K ﹤0.01%
8,562
+7,380
6156
$34K ﹤0.01%
1,981
-3,502
6157
$34K ﹤0.01%
+3,400
6158
$34K ﹤0.01%
66,666
6159
$34K ﹤0.01%
15,500
-500
6160
$33K ﹤0.01%
7,557
-21,171
6161
$33K ﹤0.01%
17,217
+8,311
6162
$33K ﹤0.01%
+505
6163
$33K ﹤0.01%
2,564
-251
6164
$33K ﹤0.01%
5,051
-27,890
6165
$33K ﹤0.01%
571
6166
$33K ﹤0.01%
866
+53
6167
$33K ﹤0.01%
4,595
-4,927
6168
$33K ﹤0.01%
943
-71
6169
$33K ﹤0.01%
5,285
-12,706
6170
$33K ﹤0.01%
1,406
+432
6171
$33K ﹤0.01%
10,400
+5,400
6172
$33K ﹤0.01%
1,389
+1,145
6173
$33K ﹤0.01%
3,385
-305
6174
$32K ﹤0.01%
3,139
-4,746
6175
$32K ﹤0.01%
1,000