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
3551
$1.32M ﹤0.01%
12,664
+6,701
3552
$1.32M ﹤0.01%
24,976
-4,293
3553
$1.32M ﹤0.01%
80,798
+26,843
3554
$1.32M ﹤0.01%
284,151
+156,597
3555
$1.31M ﹤0.01%
136,835
+31,288
3556
$1.31M ﹤0.01%
308,418
+244,294
3557
$1.31M ﹤0.01%
37,665
+18,606
3558
$1.31M ﹤0.01%
38,071
-14,762
3559
$1.31M ﹤0.01%
83,319
+48,605
3560
$1.31M ﹤0.01%
79,902
+58,300
3561
$1.31M ﹤0.01%
85,761
+5,602
3562
$1.3M ﹤0.01%
383,195
+357,528
3563
$1.3M ﹤0.01%
63,604
-8,574
3564
$1.3M ﹤0.01%
68,456
+6,419
3565
$1.3M ﹤0.01%
126,938
+100,620
3566
$1.29M ﹤0.01%
43,981
+43,558
3567
$1.29M ﹤0.01%
26,324
-7,047
3568
$1.29M ﹤0.01%
70,021
-9,779
3569
$1.29M ﹤0.01%
7,436
-1,499
3570
$1.29M ﹤0.01%
21,686
-9,189
3571
$1.29M ﹤0.01%
11,056
+187
3572
$1.29M ﹤0.01%
119,387
-4,329
3573
$1.28M ﹤0.01%
405,503
-3,013,279
3574
$1.28M ﹤0.01%
24,301
-15,820
3575
$1.28M ﹤0.01%
51,214
-143