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
3601
$1.22M ﹤0.01%
116,136
+33,264
3602
$1.22M ﹤0.01%
33,501
+3,531
3603
$1.22M ﹤0.01%
88,416
+11,972
3604
$1.22M ﹤0.01%
43,909
+19,859
3605
$1.22M ﹤0.01%
28,834
+8,179
3606
$1.21M ﹤0.01%
57,190
-5,888
3607
$1.21M ﹤0.01%
74,817
-20,754
3608
$1.21M ﹤0.01%
449,152
-28,966
3609
$1.21M ﹤0.01%
140,255
+130,648
3610
$1.21M ﹤0.01%
27,116
-14,264
3611
$1.21M ﹤0.01%
89,105
-180,427
3612
$1.2M ﹤0.01%
81,295
+42,450
3613
$1.2M ﹤0.01%
56,712
+2,147
3614
$1.2M ﹤0.01%
35,699
-1,065
3615
$1.2M ﹤0.01%
29,088
-900
3616
$1.19M ﹤0.01%
322,100
+85,060
3617
$1.19M ﹤0.01%
91,607
+18,540
3618
$1.19M ﹤0.01%
64,638
-58,023
3619
$1.19M ﹤0.01%
22,215
+5,697
3620
$1.18M ﹤0.01%
37,092
+8,412
3621
$1.18M ﹤0.01%
292,118
-35,676
3622
$1.18M ﹤0.01%
126,543
-1,606
3623
$1.17M ﹤0.01%
65,006
+2,093
3624
$1.17M ﹤0.01%
45,243
+11,103
3625
$1.17M ﹤0.01%
95,103
+27,332