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
$532B
AUM Growth
-$12.9B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,656
New
Increased
Reduced
Closed

Top Buys

1 +$9.12B
2 +$740M
3 +$732M
4
MRK icon
Merck
MRK
+$720M
5
ABBV icon
AbbVie
ABBV
+$638M

Top Sells

1 +$5.19B
2 +$4.97B
3 +$1.77B
4
VOO icon
Vanguard S&P 500 ETF
VOO
+$1.51B
5
D icon
Dominion Energy
D
+$906M

Sector Composition

1 Technology 10.09%
2 Financials 9.16%
3 Industrials 7.57%
4 Healthcare 7.36%
5 Consumer Discretionary 5.31%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3176
$2.45M ﹤0.01%
139,954
-1,610,434
3177
$2.45M ﹤0.01%
253,050
-48,469
3178
$2.45M ﹤0.01%
521,842
+283,215
3179
$2.44M ﹤0.01%
1,896
-550
3180
$2.44M ﹤0.01%
149,747
-261,017
3181
$2.44M ﹤0.01%
47,652
+4,275
3182
$2.43M ﹤0.01%
84,814
+35,104
3183
$2.43M ﹤0.01%
281,045
+180,909
3184
$2.43M ﹤0.01%
69,802
-18,702
3185
$2.42M ﹤0.01%
58,189
-3,443
3186
$2.42M ﹤0.01%
194,440
-115,082
3187
$2.42M ﹤0.01%
68,226
-20,317
3188
$2.42M ﹤0.01%
83,158
-20,234
3189
$2.42M ﹤0.01%
196,663
-603
3190
$2.41M ﹤0.01%
97,975
-31,009
3191
$2.41M ﹤0.01%
48,642
-4,160
3192
$2.4M ﹤0.01%
80,317
+37,685
3193
$2.39M ﹤0.01%
134,988
+17,615
3194
$2.38M ﹤0.01%
65,351
-149
3195
$2.38M ﹤0.01%
85,339
+17,867
3196
$2.36M ﹤0.01%
133,649
-18,707
3197
$2.36M ﹤0.01%
115,652
+50,231
3198
$2.35M ﹤0.01%
120,008
+76,222
3199
$2.34M ﹤0.01%
122,483
-15,830
3200
$2.33M ﹤0.01%
76,845
+60,480