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
4051
$510K ﹤0.01%
106,843
-5,586
4052
$510K ﹤0.01%
34,524
+21,822
4053
$509K ﹤0.01%
30,784
-76,320
4054
$508K ﹤0.01%
21,731
+609
4055
$507K ﹤0.01%
9,947
-5,092
4056
$505K ﹤0.01%
17,753
+5,697
4057
$505K ﹤0.01%
33,809
-2,927
4058
$504K ﹤0.01%
77,290
+2,763
4059
$503K ﹤0.01%
19,945
-17,193
4060
$502K ﹤0.01%
28,236
-37,261
4061
$501K ﹤0.01%
15,492
+15,084
4062
$498K ﹤0.01%
39,795
+4,260
4063
$497K ﹤0.01%
14,552
+8,928
4064
$497K ﹤0.01%
42,683
-40,414
4065
$496K ﹤0.01%
21,715
+7,422
4066
$496K ﹤0.01%
128,432
+12,696
4067
$495K ﹤0.01%
33,892
+306
4068
$495K ﹤0.01%
117,818
+22,184
4069
$494K ﹤0.01%
146,213
-18,796
4070
$494K ﹤0.01%
10,836
+715
4071
$492K ﹤0.01%
13,545
-3,068
4072
$491K ﹤0.01%
11,765
+7,178
4073
$490K ﹤0.01%
32,292
+16,614
4074
$490K ﹤0.01%
87,764
+9,775
4075
$490K ﹤0.01%
18,631
-5,635