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
6376
$17K ﹤0.01%
4,108
-4,502
6377
$16K ﹤0.01%
20,000
6378
$16K ﹤0.01%
22,646
6379
$16K ﹤0.01%
515
-6,693
6380
$16K ﹤0.01%
1,747
-6,194
6381
$16K ﹤0.01%
5,390
+1,652
6382
$16K ﹤0.01%
+222
6383
$16K ﹤0.01%
1,413
-916
6384
$16K ﹤0.01%
7,322
6385
$16K ﹤0.01%
591
-100
6386
$16K ﹤0.01%
+607
6387
$16K ﹤0.01%
17,895
6388
$16K ﹤0.01%
903
-5,428
6389
$16K ﹤0.01%
16,666
6390
$16K ﹤0.01%
20,000
6391
$16K ﹤0.01%
4,350
6392
$15K ﹤0.01%
+15
6393
$15K ﹤0.01%
3,614
+2,163
6394
$15K ﹤0.01%
+128
6395
$15K ﹤0.01%
573
+557
6396
$15K ﹤0.01%
1,175
-2,687
6397
$15K ﹤0.01%
1,241
6398
$15K ﹤0.01%
1,818
-3,149
6399
$15K ﹤0.01%
463
6400
$15K ﹤0.01%
615
-1,122