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
1776
$22.8M ﹤0.01%
1,409,849
+100,099
1777
$22.8M ﹤0.01%
678,030
+6,898
1778
$22.8M ﹤0.01%
645,110
+136,438
1779
$22.8M ﹤0.01%
538,150
+436,002
1780
$22.8M ﹤0.01%
1,168,358
-50,511
1781
$22.7M ﹤0.01%
581,243
-221,648
1782
$22.6M ﹤0.01%
504,928
+101,784
1783
$22.6M ﹤0.01%
598,036
+68,795
1784
$22.5M ﹤0.01%
1,113,440
+181,921
1785
$22.5M ﹤0.01%
418,786
-1,846
1786
$22.4M ﹤0.01%
177,334
+26,667
1787
$22.4M ﹤0.01%
684,676
-1,701
1788
$22.3M ﹤0.01%
2,850,716
-8,453
1789
$22.3M ﹤0.01%
394,237
+5,854
1790
$22.3M ﹤0.01%
111,634
+13,165
1791
$22.2M ﹤0.01%
394,500
+13,283
1792
$22.2M ﹤0.01%
459,335
-44,523
1793
$22.2M ﹤0.01%
284,989
+2,137
1794
$22.2M ﹤0.01%
1,185,467
-62,521
1795
$22.2M ﹤0.01%
298,346
-31,811
1796
$22.2M ﹤0.01%
237,269
+10,735
1797
$22.1M ﹤0.01%
452,754
-334,930
1798
$22.1M ﹤0.01%
243,080
+84,158
1799
$22.1M ﹤0.01%
808,670
+2,707
1800
$22M ﹤0.01%
554,245
-3,597