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
4101
$472K ﹤0.01%
106,641
+7,979
4102
$472K ﹤0.01%
72,023
-34,090
4103
$470K ﹤0.01%
9,886
-8,627
4104
$470K ﹤0.01%
400
+309
4105
$470K ﹤0.01%
38,469
-114,967
4106
$469K ﹤0.01%
8,170
-183
4107
$468K ﹤0.01%
+1,389
4108
$468K ﹤0.01%
+19,381
4109
$468K ﹤0.01%
4,023
+1,939
4110
$467K ﹤0.01%
25,054
+1,684
4111
$467K ﹤0.01%
146,878
-6,318
4112
$466K ﹤0.01%
2,063
-17
4113
$466K ﹤0.01%
8,109
-179
4114
$465K ﹤0.01%
11,912
-32,268
4115
$465K ﹤0.01%
10,256
+3,794
4116
$465K ﹤0.01%
24,078
4117
$465K ﹤0.01%
17,312
-4,736
4118
$465K ﹤0.01%
47,312
+6,491
4119
$464K ﹤0.01%
109,118
+91,844
4120
$463K ﹤0.01%
36,538
+2,585
4121
$462K ﹤0.01%
39,803
-10,344
4122
$461K ﹤0.01%
7,820
-566
4123
$461K ﹤0.01%
28,974
+10,755
4124
$459K ﹤0.01%
18,960
+527
4125
$459K ﹤0.01%
77,510
+10,077