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
951
$85.4M 0.01%
3,363,215
+1,008,703
952
$84.9M 0.01%
302,067
-22,184
953
$84.8M 0.01%
1,366,700
+1,589
954
$84.3M 0.01%
2,742,886
+1,586,994
955
$84.2M 0.01%
1,246,871
-937,177
956
$83.5M 0.01%
2,587,125
+102,611
957
$83.3M 0.01%
260,672
-19,500
958
$83.3M 0.01%
1,612,263
+70,919
959
$83M 0.01%
739,526
+38,814
960
$82.9M 0.01%
2,777,749
+113,462
961
$82.8M 0.01%
1,895,311
+304,939
962
$82.2M 0.01%
3,926,654
+187,013
963
$82.1M 0.01%
816,217
+129,378
964
$82M 0.01%
1,273,155
-127,610
965
$81.9M 0.01%
4,668,416
-620,940
966
$81.4M 0.01%
1,454,941
-84,309
967
$81.3M 0.01%
907,678
+16,294
968
$81.3M 0.01%
187,038
-7,288
969
$81.1M 0.01%
4,740,976
+477,474
970
$81M 0.01%
553,548
-101,065
971
$80.6M 0.01%
799,602
+112,243
972
$80.6M 0.01%
2,718,393
-28,698
973
$80.5M 0.01%
1,703,105
+150,236
974
$80.4M 0.01%
1,040,546
-66,706
975
$80.2M 0.01%
628,126
+24,979