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
1751
$23.4M ﹤0.01%
632,278
-21,143
1752
$23.3M ﹤0.01%
73,567
-1,897
1753
$23.3M ﹤0.01%
1,111,106
+318,474
1754
$23.3M ﹤0.01%
205,992
-13,987
1755
$23.3M ﹤0.01%
443,557
+2,499
1756
$23.3M ﹤0.01%
278,214
-21,317
1757
$23.3M ﹤0.01%
333,434
+6,141
1758
$23.3M ﹤0.01%
707,502
+97,224
1759
$23.2M ﹤0.01%
955,430
-717,055
1760
$23.1M ﹤0.01%
3,957,372
+185,646
1761
$23.1M ﹤0.01%
403,652
+102,066
1762
$23.1M ﹤0.01%
334,318
+61,227
1763
$23.1M ﹤0.01%
470,007
+34,792
1764
$23.1M ﹤0.01%
415,340
+35,579
1765
$23.1M ﹤0.01%
3,062,058
-322,312
1766
$23M ﹤0.01%
133,738
+30,188
1767
$23M ﹤0.01%
891,377
-75,689
1768
$23M ﹤0.01%
524,021
+22,493
1769
$23M ﹤0.01%
206,323
-73,342
1770
$22.9M ﹤0.01%
12,980
-4,053
1771
$22.9M ﹤0.01%
151,676
-16,844
1772
$22.9M ﹤0.01%
488,044
-54,393
1773
$22.9M ﹤0.01%
869,185
-107,662
1774
$22.9M ﹤0.01%
569,020
+79,630
1775
$22.8M ﹤0.01%
1,039,743
+12,777