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
1901
$19.2M ﹤0.01%
1,231,065
+96,304
1902
$19.2M ﹤0.01%
255,744
+11,417
1903
$19.2M ﹤0.01%
738,916
+6,386
1904
$19.1M ﹤0.01%
302,301
+38,204
1905
$19.1M ﹤0.01%
97,853
+10,278
1906
$19.1M ﹤0.01%
812,485
+83,271
1907
$19.1M ﹤0.01%
268,708
+60,272
1908
$19.1M ﹤0.01%
503,783
-9,912
1909
$19.1M ﹤0.01%
530,821
-36,174
1910
$19.1M ﹤0.01%
929,301
+383,567
1911
$19.1M ﹤0.01%
308,413
+9,555
1912
$18.9M ﹤0.01%
336,873
+15,030
1913
$18.9M ﹤0.01%
1,034,592
+100,926
1914
$18.8M ﹤0.01%
750,006
-1,473,411
1915
$18.8M ﹤0.01%
631,085
+262,226
1916
$18.8M ﹤0.01%
1,709,116
+33,060
1917
$18.8M ﹤0.01%
361,348
+34,855
1918
$18.7M ﹤0.01%
626,070
+92,251
1919
$18.6M ﹤0.01%
78,316
+10,621
1920
$18.6M ﹤0.01%
472,474
-37,749
1921
$18.5M ﹤0.01%
439,359
-76,429
1922
$18.4M ﹤0.01%
90,374
-987
1923
$18.4M ﹤0.01%
288,596
+1,978
1924
$18.4M ﹤0.01%
368,038
-277,280
1925
$18.4M ﹤0.01%
136,348
+13,667