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
1526
$30.6M ﹤0.01%
412,244
+550
1527
$30.6M ﹤0.01%
597,765
+6,225
1528
$30.6M ﹤0.01%
644,282
+166,764
1529
$30.5M ﹤0.01%
1,266,345
+9,576
1530
$30.5M ﹤0.01%
399,587
+1,711
1531
$30.5M ﹤0.01%
1,043,275
-32,089
1532
$30.5M ﹤0.01%
8,752,732
-5,759,074
1533
$30.5M ﹤0.01%
605,255
-256,645
1534
$30.4M ﹤0.01%
1,082,963
-58,567
1535
$30.4M ﹤0.01%
1,377,322
+453,268
1536
$30.4M ﹤0.01%
674,450
-2,616
1537
$30.3M ﹤0.01%
238,243
-1,410
1538
$30.3M ﹤0.01%
357,720
+50,727
1539
$30.3M ﹤0.01%
669,095
-2,454
1540
$30.2M ﹤0.01%
3,633,631
+510,135
1541
$30.2M ﹤0.01%
159,695
+26,574
1542
$30.2M ﹤0.01%
4,586,540
+892,711
1543
$30.1M ﹤0.01%
546,966
-1,600
1544
$30M ﹤0.01%
648,815
+1,933
1545
$30M ﹤0.01%
910,642
+121,535
1546
$30M ﹤0.01%
598,565
+349,327
1547
$30M ﹤0.01%
2,628,097
+2,190
1548
$29.9M ﹤0.01%
1,426,619
+660,667
1549
$29.9M ﹤0.01%
422,054
-157
1550
$29.8M ﹤0.01%
339,154
-124,765