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
1651
$26.6M ﹤0.01%
879,060
+68,754
1652
$26.6M ﹤0.01%
2,247,223
+966,893
1653
$26.6M ﹤0.01%
355,196
-4,559
1654
$26.6M ﹤0.01%
114,118
+23,603
1655
$26.6M ﹤0.01%
499,957
+74,557
1656
$26.6M ﹤0.01%
238,732
+7,075
1657
$26.5M ﹤0.01%
3,698,993
+1,133,514
1658
$26.4M ﹤0.01%
1,029,364
+50,415
1659
$26.4M ﹤0.01%
922,423
+29,298
1660
$26.4M ﹤0.01%
1,409,657
+237,533
1661
$26.2M ﹤0.01%
335,274
-6,325
1662
$26.2M ﹤0.01%
794,402
+76,088
1663
$26.2M ﹤0.01%
789,699
+3,447
1664
$26.2M ﹤0.01%
155,436
+2,512
1665
$26.2M ﹤0.01%
415,221
+356
1666
$26.1M ﹤0.01%
1,994,433
+789,684
1667
$26.1M ﹤0.01%
540,797
-44,427
1668
$26.1M ﹤0.01%
272,668
-21,331
1669
$26.1M ﹤0.01%
712,394
+127,509
1670
$26M ﹤0.01%
471,543
+51,372
1671
$25.9M ﹤0.01%
536,326
+592
1672
$25.9M ﹤0.01%
881,792
+219,552
1673
$25.9M ﹤0.01%
1,050,020
+91,110
1674
$25.8M ﹤0.01%
1,741,495
+155,322
1675
$25.8M ﹤0.01%
515,117
+328,103