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
3251
$2.15M ﹤0.01%
43,202
-5,939
3252
$2.15M ﹤0.01%
175,422
-23,577
3253
$2.15M ﹤0.01%
127,141
+21,767
3254
$2.14M ﹤0.01%
84,995
-38,065
3255
$2.14M ﹤0.01%
110,566
+60,133
3256
$2.14M ﹤0.01%
18,307
+9,492
3257
$2.14M ﹤0.01%
17,753
-3,223
3258
$2.13M ﹤0.01%
20,523
-5,557
3259
$2.12M ﹤0.01%
150,341
-54,671
3260
$2.12M ﹤0.01%
139,301
-57,596
3261
$2.12M ﹤0.01%
17,444
-158
3262
$2.12M ﹤0.01%
167,850
+537
3263
$2.12M ﹤0.01%
39,543
-17,392
3264
$2.12M ﹤0.01%
71,626
+14,328
3265
$2.12M ﹤0.01%
202,424
-53,007
3266
$2.11M ﹤0.01%
88,892
+65,608
3267
$2.11M ﹤0.01%
46,578
+6,253
3268
$2.11M ﹤0.01%
144,234
-13,609
3269
$2.1M ﹤0.01%
301,659
-127,552
3270
$2.1M ﹤0.01%
180,235
+171,699
3271
$2.1M ﹤0.01%
74,728
-304,984
3272
$2.1M ﹤0.01%
460,739
+10,059
3273
$2.1M ﹤0.01%
16,945
-2,586
3274
$2.1M ﹤0.01%
126,557
-2,529
3275
$2.09M ﹤0.01%
110,116
+79,961