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
6451
$12K ﹤0.01%
3,694
+2,087
6452
$12K ﹤0.01%
8,890
+3,017
6453
$12K ﹤0.01%
2,229
-9
6454
$12K ﹤0.01%
3,188
-6,143
6455
$12K ﹤0.01%
+199
6456
$12K ﹤0.01%
253
-129,005
6457
$12K ﹤0.01%
575
-4,488
6458
$12K ﹤0.01%
1,801
-267,759
6459
$12K ﹤0.01%
+1,153
6460
$12K ﹤0.01%
3,039
-260
6461
$12K ﹤0.01%
12,500
6462
$12K ﹤0.01%
987
+934
6463
$11K ﹤0.01%
400
-2,305
6464
$11K ﹤0.01%
640
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6465
$11K ﹤0.01%
619
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6466
$11K ﹤0.01%
+471
6467
$11K ﹤0.01%
242
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6468
$11K ﹤0.01%
+79
6469
$11K ﹤0.01%
+598
6470
$11K ﹤0.01%
231
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6471
$11K ﹤0.01%
375
-19,895
6472
$11K ﹤0.01%
+55
6473
$11K ﹤0.01%
+614
6474
$11K ﹤0.01%
562
-25
6475
$11K ﹤0.01%
1,401
-924