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
4126
$457K ﹤0.01%
37,647
+653
4127
$456K ﹤0.01%
22,147
+1,412
4128
$454K ﹤0.01%
47,200
-9,675
4129
$453K ﹤0.01%
18,924
+2,102
4130
$453K ﹤0.01%
25,873
+3,595
4131
$453K ﹤0.01%
65,115
+100
4132
$453K ﹤0.01%
18,605
+13,727
4133
$452K ﹤0.01%
14,971
-812
4134
$452K ﹤0.01%
19,704
-28,444
4135
$451K ﹤0.01%
6,519
-978
4136
$450K ﹤0.01%
68,529
-45,752
4137
$450K ﹤0.01%
9,947
+866
4138
$450K ﹤0.01%
7,279
+1,344
4139
$450K ﹤0.01%
69,727
4140
$450K ﹤0.01%
18,446
-33,267
4141
$450K ﹤0.01%
55,922
-2,232
4142
$449K ﹤0.01%
31,634
+14,723
4143
$448K ﹤0.01%
+82,688
4144
$447K ﹤0.01%
7,659
-7,125
4145
$446K ﹤0.01%
25,847
-49,439
4146
$446K ﹤0.01%
9,228
+2,690
4147
$446K ﹤0.01%
+67,449
4148
$445K ﹤0.01%
15,566
+11,749
4149
$444K ﹤0.01%
1,939
-109
4150
$444K ﹤0.01%
13,432
+4,800