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
676
$160M 0.02%
11,841,704
-456,796
677
$159M 0.02%
1,968,305
-39,555
678
$159M 0.02%
1,866,490
+804,200
679
$158M 0.02%
1,253,226
+784,557
680
$158M 0.02%
2,989,531
-408,893
681
$157M 0.02%
231,860
+46,508
682
$157M 0.02%
2,779,812
+595,775
683
$157M 0.02%
597,975
+105,993
684
$157M 0.02%
3,067,435
-58,590
685
$156M 0.02%
1,480,526
+321,183
686
$156M 0.02%
2,153,537
-603,504
687
$156M 0.02%
1,884,138
+5,201
688
$155M 0.02%
8,219,737
+400,864
689
$155M 0.02%
2,233,629
-6,330
690
$154M 0.02%
1,490,600
-17,376
691
$153M 0.02%
2,131,837
+197,027
692
$153M 0.02%
2,053,793
-475,020
693
$153M 0.02%
603,148
+128,455
694
$153M 0.02%
1,355,636
+45
695
$152M 0.02%
789,668
-43,788
696
$152M 0.02%
3,639,732
-460,788
697
$152M 0.02%
1,214,949
+4,343
698
$152M 0.02%
5,234,713
+390,054
699
$151M 0.02%
1,484,086
+28,689
700
$151M 0.02%
2,664,077
+53,141