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
1801
$22M ﹤0.01%
1,247,830
-124,957
1802
$22M ﹤0.01%
1,446,174
+30,445
1803
$21.9M ﹤0.01%
203,335
-78,958
1804
$21.9M ﹤0.01%
562,416
+166,701
1805
$21.9M ﹤0.01%
793,626
+1,650
1806
$21.8M ﹤0.01%
831,746
-100,666
1807
$21.7M ﹤0.01%
2,103,068
-1,544,722
1808
$21.7M ﹤0.01%
876,799
+82,476
1809
$21.7M ﹤0.01%
324,515
-168,421
1810
$21.7M ﹤0.01%
304,601
-6,804
1811
$21.7M ﹤0.01%
413,813
-46,422
1812
$21.7M ﹤0.01%
463,572
-29,642
1813
$21.5M ﹤0.01%
223,452
+131,860
1814
$21.5M ﹤0.01%
208,220
+29,045
1815
$21.5M ﹤0.01%
518,210
-27,548
1816
$21.5M ﹤0.01%
300,714
-5,915
1817
$21.4M ﹤0.01%
11,831
+4,834
1818
$21.4M ﹤0.01%
558,197
-3,415
1819
$21.4M ﹤0.01%
606,020
-138,737
1820
$21.4M ﹤0.01%
842,318
-42,075
1821
$21.4M ﹤0.01%
652,738
+26,464
1822
$21.4M ﹤0.01%
592,672
-21,338
1823
$21.3M ﹤0.01%
1,185,386
+105,577
1824
$21.3M ﹤0.01%
1,456,009
-62,191
1825
$21.3M ﹤0.01%
2,136,249
+106,917