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
6176
$32K ﹤0.01%
+300
6177
$32K ﹤0.01%
137
-1,035
6178
$32K ﹤0.01%
148
-246
6179
$32K ﹤0.01%
3,286
-29,932
6180
$32K ﹤0.01%
247
-6
6181
$32K ﹤0.01%
2,647
+192
6182
$32K ﹤0.01%
5,756
-330
6183
$32K ﹤0.01%
55,721
6184
$32K ﹤0.01%
2,249
+1,351
6185
$31K ﹤0.01%
1,377
+162
6186
$31K ﹤0.01%
+3,000
6187
$31K ﹤0.01%
+2,586
6188
$31K ﹤0.01%
928
-1,953
6189
$31K ﹤0.01%
855
-1,190
6190
$31K ﹤0.01%
157
+7
6191
$31K ﹤0.01%
+4,215
6192
$31K ﹤0.01%
1,550
-300
6193
$31K ﹤0.01%
387
+368
6194
$31K ﹤0.01%
41,523
6195
$31K ﹤0.01%
37,888
6196
$31K ﹤0.01%
6,706
-3,385
6197
$30K ﹤0.01%
+12,593
6198
$30K ﹤0.01%
2,997
+112
6199
$30K ﹤0.01%
102
-3,121
6200
$30K ﹤0.01%
+1,200