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
6476
$11K ﹤0.01%
+1,100
6477
$11K ﹤0.01%
9,780
6478
$11K ﹤0.01%
10,400
6479
$11K ﹤0.01%
10,000
6480
$11K ﹤0.01%
29,596
6481
$11K ﹤0.01%
6,185
+6,178
6482
$11K ﹤0.01%
1,277
+1,046
6483
$11K ﹤0.01%
+1,401
6484
$11K ﹤0.01%
484
-216
6485
$11K ﹤0.01%
+132
6486
$11K ﹤0.01%
15,697
+13,697
6487
$11K ﹤0.01%
+438
6488
$11K ﹤0.01%
2
-9
6489
$10K ﹤0.01%
250
6490
$10K ﹤0.01%
+1,200
6491
$10K ﹤0.01%
300
6492
$10K ﹤0.01%
1,022
-40
6493
$10K ﹤0.01%
1,624
-14
6494
$10K ﹤0.01%
+1,292
6495
$10K ﹤0.01%
+1,592
6496
$10K ﹤0.01%
+802
6497
$10K ﹤0.01%
124
-6,721
6498
$10K ﹤0.01%
163
-240
6499
$10K ﹤0.01%
+186
6500
$10K ﹤0.01%
+109