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
1926
$18.4M ﹤0.01%
353,884
+75,674
1927
$18.3M ﹤0.01%
399,175
+8,026
1928
$18.3M ﹤0.01%
330,187
+80,029
1929
$18.3M ﹤0.01%
702,600
+75,729
1930
$18.2M ﹤0.01%
103,085
-1,831
1931
$18.2M ﹤0.01%
324,228
-100,688
1932
$18.2M ﹤0.01%
1,900,003
-2,822,037
1933
$18.2M ﹤0.01%
841,234
+157,812
1934
$18.2M ﹤0.01%
554,587
+6,869
1935
$18.2M ﹤0.01%
1,796,786
-1,017,881
1936
$18.2M ﹤0.01%
380,155
+818
1937
$18.1M ﹤0.01%
686,097
-299,372
1938
$18.1M ﹤0.01%
1,022,789
+114,811
1939
$18.1M ﹤0.01%
301,599
+49,292
1940
$18.1M ﹤0.01%
1,150,525
+373,251
1941
$18.1M ﹤0.01%
1,501,589
+175,665
1942
$18M ﹤0.01%
557,552
+18,431
1943
$18M ﹤0.01%
144,685
-30,134
1944
$18M ﹤0.01%
1,357,722
+1,289,506
1945
$18M ﹤0.01%
352,346
+150,000
1946
$18M ﹤0.01%
139,814
-27,285
1947
$17.9M ﹤0.01%
232,656
-2,705
1948
$17.9M ﹤0.01%
516,509
+50,577
1949
$17.9M ﹤0.01%
694,577
-36,478
1950
$17.9M ﹤0.01%
648,775
+101,537