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
1626
$27.4M ﹤0.01%
512,424
-94,952
1627
$27.4M ﹤0.01%
344,374
+3,176
1628
$27.3M ﹤0.01%
360,143
+142,327
1629
$27.3M ﹤0.01%
246,035
-10,953
1630
$27.3M ﹤0.01%
940,076
+8,732
1631
$27.3M ﹤0.01%
339,226
+42,030
1632
$27.2M ﹤0.01%
549,601
-43,003
1633
$27.2M ﹤0.01%
441,145
+33,906
1634
$27.2M ﹤0.01%
174,792
-25,622
1635
$27.2M ﹤0.01%
713,697
+14,966
1636
$27.2M ﹤0.01%
262,857
-35,722
1637
$27.1M ﹤0.01%
632,724
+176,978
1638
$27.1M ﹤0.01%
264,581
-1,982
1639
$27.1M ﹤0.01%
585,155
+19,577
1640
$27.1M ﹤0.01%
393,660
-7,195
1641
$27.1M ﹤0.01%
1,367,944
+304,793
1642
$27M ﹤0.01%
232,740
+69,013
1643
$27M ﹤0.01%
365,054
-3,063
1644
$27M ﹤0.01%
580,567
+131,867
1645
$26.9M ﹤0.01%
417,552
+6,621
1646
$26.9M ﹤0.01%
232,436
+3,528
1647
$26.9M ﹤0.01%
645,210
+24,274
1648
$26.8M ﹤0.01%
261,142
+2,585
1649
$26.8M ﹤0.01%
534,629
+202,797
1650
$26.7M ﹤0.01%
1,206,227
-79,322