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