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
6276
$24K ﹤0.01%
4,282
-15
6277
$24K ﹤0.01%
22
-6
6278
$24K ﹤0.01%
10,010
+9,700
6279
$24K ﹤0.01%
33,333
6280
$23K ﹤0.01%
+540
6281
$23K ﹤0.01%
1
6282
$23K ﹤0.01%
3,419
+1,419
6283
$23K ﹤0.01%
8,900
+3,400
6284
$23K ﹤0.01%
123
-29,167
6285
$23K ﹤0.01%
334
+231
6286
$23K ﹤0.01%
1,512
-5,134
6287
$23K ﹤0.01%
1,472
-294
6288
$23K ﹤0.01%
2,878
6289
$23K ﹤0.01%
+600
6290
$22K ﹤0.01%
6,193
-239
6291
$22K ﹤0.01%
438
6292
$22K ﹤0.01%
1,408
-2,267
6293
$22K ﹤0.01%
996
-529
6294
$22K ﹤0.01%
342
6295
$22K ﹤0.01%
25,000
6296
$22K ﹤0.01%
725
-291
6297
$22K ﹤0.01%
149
-973
6298
$22K ﹤0.01%
10,611
-38,315
6299
$22K ﹤0.01%
+1,339
6300
$22K ﹤0.01%
+2,184