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
1601
$28.1M ﹤0.01%
638,565
+7,963
1602
$28M ﹤0.01%
175,559
-22,173
1603
$28M ﹤0.01%
1,859,001
+181,038
1604
$28M ﹤0.01%
408,730
+83,274
1605
$28M ﹤0.01%
1,592,543
+488,701
1606
$28M ﹤0.01%
483,371
-75,277
1607
$28M ﹤0.01%
1,242,897
-114,945
1608
$27.9M ﹤0.01%
637,393
+3,555
1609
$27.9M ﹤0.01%
600,474
+38,382
1610
$27.9M ﹤0.01%
846,005
-117,581
1611
$27.8M ﹤0.01%
147,678
-4,671
1612
$27.8M ﹤0.01%
544,522
-28,865
1613
$27.8M ﹤0.01%
116,844
-36,848
1614
$27.8M ﹤0.01%
820,746
-962,061
1615
$27.7M ﹤0.01%
446,898
-155,342
1616
$27.7M ﹤0.01%
596,396
+52,746
1617
$27.6M ﹤0.01%
565,756
+2,367
1618
$27.6M ﹤0.01%
151,042
+25,333
1619
$27.5M ﹤0.01%
1,352,564
+85,360
1620
$27.5M ﹤0.01%
152,332
+7,961
1621
$27.5M ﹤0.01%
506,890
+427,865
1622
$27.5M ﹤0.01%
968,910
+193,657
1623
$27.5M ﹤0.01%
239,484
+24,115
1624
$27.5M ﹤0.01%
445,385
-59,164
1625
$27.4M ﹤0.01%
1,083,420
+22,867