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
1726
$24.1M ﹤0.01%
410,828
-16,679
1727
$24.1M ﹤0.01%
1,074,522
+977,215
1728
$24M ﹤0.01%
281,780
-3,230
1729
$24M ﹤0.01%
1,142,233
+830,012
1730
$24M ﹤0.01%
155,368
+16,822
1731
$24M ﹤0.01%
1,240,022
+41,538
1732
$23.9M ﹤0.01%
1,496,924
-9,534
1733
$23.9M ﹤0.01%
275,034
-13,086
1734
$23.9M ﹤0.01%
401,329
-14,502
1735
$23.9M ﹤0.01%
264,873
+28,365
1736
$23.9M ﹤0.01%
177,741
+33,786
1737
$23.9M ﹤0.01%
215,965
-31,056
1738
$23.8M ﹤0.01%
710,117
-7,380
1739
$23.8M ﹤0.01%
955,827
-38,989
1740
$23.7M ﹤0.01%
637,021
+317,043
1741
$23.6M ﹤0.01%
619,182
-5,437
1742
$23.6M ﹤0.01%
942,914
-29,765
1743
$23.6M ﹤0.01%
1,624,223
+14,771
1744
$23.5M ﹤0.01%
349,511
+52,099
1745
$23.5M ﹤0.01%
551,528
+39,605
1746
$23.5M ﹤0.01%
560,306
+114,683
1747
$23.5M ﹤0.01%
1,234,874
+156,512
1748
$23.4M ﹤0.01%
259,932
+14,192
1749
$23.4M ﹤0.01%
289,817
+11,707
1750
$23.4M ﹤0.01%
323,428
-2,114