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
6251
$26K ﹤0.01%
2,413
+2,237
6252
$26K ﹤0.01%
1,150
6253
$26K ﹤0.01%
+3,400
6254
$26K ﹤0.01%
35,037
6255
$26K ﹤0.01%
48,038
6256
$26K ﹤0.01%
5,358
+5,337
6257
$26K ﹤0.01%
2,391
-5,493
6258
$26K ﹤0.01%
+1,596
6259
$26K ﹤0.01%
3,000
+750
6260
$26K ﹤0.01%
2,256
+730
6261
$25K ﹤0.01%
423
+413
6262
$25K ﹤0.01%
1,060
+185
6263
$25K ﹤0.01%
+466
6264
0
6265
$25K ﹤0.01%
651
-449
6266
$25K ﹤0.01%
1,342
+1,309
6267
$25K ﹤0.01%
38,000
6268
$25K ﹤0.01%
5,919
-30,249
6269
$24K ﹤0.01%
14,457
-65,400
6270
$24K ﹤0.01%
900
-7
6271
$24K ﹤0.01%
1,709
-260
6272
$24K ﹤0.01%
1,387
-273
6273
$24K ﹤0.01%
4,282
-15
6274
$24K ﹤0.01%
22
-6
6275
$24K ﹤0.01%
10,010
+9,700