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
2176
$13.7M ﹤0.01%
816,474
+69,710
2177
$13.6M ﹤0.01%
3,015,703
+929,385
2178
$13.6M ﹤0.01%
358,716
+128,882
2179
$13.6M ﹤0.01%
909,976
+10,539
2180
$13.6M ﹤0.01%
712,193
+102,264
2181
$13.6M ﹤0.01%
82,375
-11,304
2182
$13.5M ﹤0.01%
532,283
+38,421
2183
$13.5M ﹤0.01%
288,617
-1,655
2184
$13.5M ﹤0.01%
417,316
-75,051
2185
$13.5M ﹤0.01%
766,088
-132,558
2186
$13.5M ﹤0.01%
50,824
-11,445
2187
$13.5M ﹤0.01%
311,938
-57,440
2188
$13.4M ﹤0.01%
221,238
-15,095
2189
$13.4M ﹤0.01%
461,964
+392,726
2190
$13.4M ﹤0.01%
2,002,265
+101,364
2191
$13.4M ﹤0.01%
705,491
+293,841
2192
$13.4M ﹤0.01%
375,141
-92,714
2193
$13.4M ﹤0.01%
35,153
-81,714
2194
$13.4M ﹤0.01%
172,561
+28,317
2195
$13.4M ﹤0.01%
161,127
+12,265
2196
$13.4M ﹤0.01%
296,829
+60,057
2197
$13.4M ﹤0.01%
291,199
+91,333
2198
$13.3M ﹤0.01%
239,791
+20,154
2199
$13.3M ﹤0.01%
348,104
-21,774
2200
$13.2M ﹤0.01%
260,736
+6,142