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
2326
$11.2M ﹤0.01%
200,479
+18,461
2327
$11.2M ﹤0.01%
144,248
+20,753
2328
$11.2M ﹤0.01%
202,280
-1,087
2329
$11.2M ﹤0.01%
155,329
-417
2330
$11.2M ﹤0.01%
168,917
+13,151
2331
$11.2M ﹤0.01%
94,078
-3,559
2332
$11.2M ﹤0.01%
459,953
-19,302
2333
$11.1M ﹤0.01%
256,027
+8,337
2334
$11.1M ﹤0.01%
591,988
+204,311
2335
$11.1M ﹤0.01%
347,423
+76,499
2336
$11M ﹤0.01%
647,679
+32,629
2337
$11M ﹤0.01%
494,221
+90,225
2338
$11M ﹤0.01%
75,526
-66,888
2339
$11M ﹤0.01%
601,064
+11,443
2340
$11M ﹤0.01%
348,428
-49,839
2341
$11M ﹤0.01%
168,964
-35,363
2342
$11M ﹤0.01%
159,437
-24,145
2343
$11M ﹤0.01%
497,707
+89,300
2344
$10.9M ﹤0.01%
325,694
-90,077
2345
$10.9M ﹤0.01%
346,091
-131,925
2346
$10.9M ﹤0.01%
594,705
+1,273
2347
$10.9M ﹤0.01%
192,073
-10,322
2348
$10.9M ﹤0.01%
664,760
+29,074
2349
$10.9M ﹤0.01%
267,433
+3,020
2350
$10.9M ﹤0.01%
220,995
+51,623