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
3226
$2.26M ﹤0.01%
16,092
-11,521
3227
$2.26M ﹤0.01%
127,727
+48,454
3228
$2.25M ﹤0.01%
172,548
+2,881
3229
$2.25M ﹤0.01%
89,105
+1,354
3230
$2.24M ﹤0.01%
57,195
+6,107
3231
$2.22M ﹤0.01%
+109,211
3232
$2.22M ﹤0.01%
24,191
+16,948
3233
$2.22M ﹤0.01%
143,507
+4,455
3234
$2.21M ﹤0.01%
604,910
+248,625
3235
$2.21M ﹤0.01%
38,214
-14,743
3236
$2.21M ﹤0.01%
143,919
+9,380
3237
$2.21M ﹤0.01%
73,822
-7,807
3238
$2.21M ﹤0.01%
94,169
+25,887
3239
$2.2M ﹤0.01%
393,072
-940
3240
$2.19M ﹤0.01%
27,559
-23,203
3241
$2.19M ﹤0.01%
3,707
+3,405
3242
$2.18M ﹤0.01%
41,357
-5,333
3243
$2.17M ﹤0.01%
101,112
+2,011
3244
$2.17M ﹤0.01%
61,093
+67
3245
$2.17M ﹤0.01%
136,533
-50,740
3246
$2.17M ﹤0.01%
60,637
-2,720
3247
$2.16M ﹤0.01%
157,728
-14,689
3248
$2.15M ﹤0.01%
316,109
-18,971
3249
$2.15M ﹤0.01%
43,404
-11,966
3250
$2.15M ﹤0.01%
163,586
-2,580