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
6526
$9K ﹤0.01%
218
6527
$9K ﹤0.01%
950
6528
$9K ﹤0.01%
12,196
6529
$9K ﹤0.01%
12,500
6530
$9K ﹤0.01%
280
-2,370
6531
$9K ﹤0.01%
152
+129
6532
$9K ﹤0.01%
15,977
6533
$9K ﹤0.01%
275
+222
6534
$8K ﹤0.01%
653
-422
6535
$8K ﹤0.01%
287
-1,131
6536
$8K ﹤0.01%
301
6537
$8K ﹤0.01%
1,859
6538
$8K ﹤0.01%
+15
6539
$8K ﹤0.01%
55
6540
$8K ﹤0.01%
501
6541
$8K ﹤0.01%
1,442
-2,091
6542
$8K ﹤0.01%
140
6543
$8K ﹤0.01%
325
-912
6544
$8K ﹤0.01%
951
-152,799
6545
$8K ﹤0.01%
363
-1,325
6546
$8K ﹤0.01%
1,492
+440
6547
$8K ﹤0.01%
879
-19,121
6548
$8K ﹤0.01%
+217
6549
$8K ﹤0.01%
1,154
-339
6550
$8K ﹤0.01%
+21