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
4001
$568K ﹤0.01%
35,570
+15,219
4002
$565K ﹤0.01%
35,232
+1,814
4003
$564K ﹤0.01%
34,087
+2,911
4004
$564K ﹤0.01%
18,836
+6,312
4005
$563K ﹤0.01%
46,320
+13,104
4006
$561K ﹤0.01%
55,744
+6,249
4007
$560K ﹤0.01%
19,287
+14,096
4008
$560K ﹤0.01%
39,620
+6,505
4009
$560K ﹤0.01%
54,556
4010
$560K ﹤0.01%
52,245
+40,205
4011
$558K ﹤0.01%
26,068
+8,846
4012
$558K ﹤0.01%
22,925
+19,425
4013
$557K ﹤0.01%
95,187
+9,763
4014
$556K ﹤0.01%
25,365
+113
4015
$554K ﹤0.01%
84,650
-46,213
4016
$553K ﹤0.01%
56,175
-1,596
4017
$553K ﹤0.01%
58,958
+20,051
4018
$552K ﹤0.01%
168,810
+35,222
4019
$551K ﹤0.01%
57,154
+8,613
4020
$550K ﹤0.01%
11,920
+1,920
4021
$544K ﹤0.01%
15,349
+13,810
4022
$544K ﹤0.01%
58,546
+3,698
4023
$542K ﹤0.01%
42,907
-1,808
4024
$540K ﹤0.01%
16,941
-447
4025
$540K ﹤0.01%
43,169
-2,989