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
2276
$11.9M ﹤0.01%
77,435
-9,063
2277
$11.9M ﹤0.01%
184,163
-7,022
2278
$11.9M ﹤0.01%
291,464
-6,056
2279
$11.9M ﹤0.01%
806,254
-67,375
2280
$11.9M ﹤0.01%
475,256
-204,191
2281
$11.9M ﹤0.01%
468,249
+103,968
2282
$11.9M ﹤0.01%
145,104
+3,323
2283
$11.9M ﹤0.01%
543,763
+15,685
2284
$11.8M ﹤0.01%
240,184
+19,028
2285
$11.8M ﹤0.01%
155,832
+8,652
2286
$11.8M ﹤0.01%
613,589
+180,931
2287
$11.7M ﹤0.01%
590,407
+334,349
2288
$11.7M ﹤0.01%
325,367
+324,899
2289
$11.7M ﹤0.01%
1,441,123
+214,555
2290
$11.7M ﹤0.01%
819,669
+60,193
2291
$11.7M ﹤0.01%
374,943
-105,273
2292
$11.7M ﹤0.01%
165,117
+31,840
2293
$11.7M ﹤0.01%
254,804
+11,259
2294
$11.7M ﹤0.01%
321,556
-315,082
2295
$11.7M ﹤0.01%
121,352
-77,465
2296
$11.7M ﹤0.01%
353,760
-8,001
2297
$11.6M ﹤0.01%
2,617,115
+71,575
2298
$11.6M ﹤0.01%
232,470
+54,629
2299
$11.6M ﹤0.01%
176,916
+17,422
2300
$11.6M ﹤0.01%
291,975
+42,013