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
6826
$2K ﹤0.01%
+50
6827
$2K ﹤0.01%
134
-1,557
6828
$2K ﹤0.01%
225
+189
6829
$2K ﹤0.01%
561
-1,085
6830
$2K ﹤0.01%
100
6831
$2K ﹤0.01%
401
-18
6832
$2K ﹤0.01%
26
-107
6833
$2K ﹤0.01%
+23
6834
$2K ﹤0.01%
92
+31
6835
$2K ﹤0.01%
200
6836
$2K ﹤0.01%
+152
6837
$2K ﹤0.01%
264
+257
6838
$2K ﹤0.01%
964
+813
6839
$2K ﹤0.01%
2,166
6840
$2K ﹤0.01%
+249
6841
$2K ﹤0.01%
75
6842
$2K ﹤0.01%
+100
6843
-23
6844
$2K ﹤0.01%
1,212
-16,675
6845
$2K ﹤0.01%
163
-1,432
6846
$2K ﹤0.01%
1,263
6847
$2K ﹤0.01%
334
+271
6848
$2K ﹤0.01%
60
-3,211
6849
$2K ﹤0.01%
+1,000
6850
$2K ﹤0.01%
+271