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
1451
$33.7M ﹤0.01%
799,068
-20,334
1452
$33.6M ﹤0.01%
240,761
+4,942
1453
$33.6M ﹤0.01%
1,067,470
-72,668
1454
$33.5M ﹤0.01%
505,468
+424,375
1455
$33.5M ﹤0.01%
65,839
-231
1456
$33.5M ﹤0.01%
143,593
-5,555
1457
$33.5M ﹤0.01%
1,010,745
-103,640
1458
$33.4M ﹤0.01%
850,715
+36,063
1459
$33.3M ﹤0.01%
254,240
-4,735
1460
$33.3M ﹤0.01%
1,490,451
-282,491
1461
$33.3M ﹤0.01%
1,330,854
-278,467
1462
$33.3M ﹤0.01%
209,951
+108,794
1463
$33.2M ﹤0.01%
973,887
+162,631
1464
$33.2M ﹤0.01%
948,877
+85,041
1465
$33.1M ﹤0.01%
268,624
+10,212
1466
$33.1M ﹤0.01%
83,268
-166
1467
$33M ﹤0.01%
526,374
+33,451
1468
$33M ﹤0.01%
979,722
+37,052
1469
$33M ﹤0.01%
981,652
+59,193
1470
$32.9M ﹤0.01%
740,781
+21,146
1471
$32.9M ﹤0.01%
+419,540
1472
$32.9M ﹤0.01%
531,556
+5,527
1473
$32.8M ﹤0.01%
434,694
-13,823
1474
$32.8M ﹤0.01%
633,604
+117,793
1475
$32.8M ﹤0.01%
618,612
+132,216