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
3576
$1.28M ﹤0.01%
220,609
-21,589
3577
$1.28M ﹤0.01%
64,239
+2,463
3578
$1.27M ﹤0.01%
48,452
-2,315
3579
$1.27M ﹤0.01%
97,776
+4,764
3580
$1.27M ﹤0.01%
31,796
-17,633
3581
$1.27M ﹤0.01%
89,157
-13,347
3582
$1.27M ﹤0.01%
36,309
+3,267
3583
$1.27M ﹤0.01%
94,253
+1,638
3584
$1.26M ﹤0.01%
108,919
-26,524
3585
$1.26M ﹤0.01%
95,830
+44,067
3586
$1.26M ﹤0.01%
63,756
+12,274
3587
$1.26M ﹤0.01%
64,351
+33,312
3588
$1.26M ﹤0.01%
24,910
+20
3589
$1.26M ﹤0.01%
14,392
-1,000
3590
$1.26M ﹤0.01%
80,751
-6,705
3591
$1.25M ﹤0.01%
48,947
-98,836
3592
$1.25M ﹤0.01%
66,587
+1,320
3593
$1.25M ﹤0.01%
67,479
-60,729
3594
$1.24M ﹤0.01%
47,639
-4,748
3595
$1.23M ﹤0.01%
248,620
-42,100
3596
$1.23M ﹤0.01%
14,095
-2,852
3597
$1.23M ﹤0.01%
23,614
+4,874
3598
$1.23M ﹤0.01%
53,135
+31,841
3599
$1.23M ﹤0.01%
27,537
+8,874
3600
$1.22M ﹤0.01%
53,658
+29,307