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
6201
$30K ﹤0.01%
3,913
+299
6202
$30K ﹤0.01%
919
-2,816
6203
$30K ﹤0.01%
2,470
-14,398
6204
$30K ﹤0.01%
2,447
-1,702
6205
$30K ﹤0.01%
182
+113
6206
$30K ﹤0.01%
19
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6207
$30K ﹤0.01%
22,046
-5,498
6208
$30K ﹤0.01%
+422
6209
$30K ﹤0.01%
5,753
-5,230
6210
$30K ﹤0.01%
51,692
6211
$30K ﹤0.01%
+1,756
6212
$30K ﹤0.01%
8,086
-5,658
6213
$30K ﹤0.01%
3,000
6214
$30K ﹤0.01%
2,596
-9,974
6215
$29K ﹤0.01%
+2,809
6216
$29K ﹤0.01%
11,592
-5,837
6217
$29K ﹤0.01%
11,078
-15,109
6218
$29K ﹤0.01%
10,066
+3,316
6219
$29K ﹤0.01%
4,000
6220
$29K ﹤0.01%
3,000
6221
$29K ﹤0.01%
8,478
-16,480
6222
$29K ﹤0.01%
1,107
-275
6223
$29K ﹤0.01%
+10,735
6224
$29K ﹤0.01%
9,690
+9,264
6225
$29K ﹤0.01%
704
-805