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
4151
$444K ﹤0.01%
44,732
-4,015
4152
$443K ﹤0.01%
12,512
+5,668
4153
$443K ﹤0.01%
9,566
-3,397
4154
$443K ﹤0.01%
30,889
+4,661
4155
$442K ﹤0.01%
37,438
-9,794
4156
$441K ﹤0.01%
13,352
+819
4157
$440K ﹤0.01%
14,497
-706
4158
$440K ﹤0.01%
21,649
-8,616
4159
$440K ﹤0.01%
42,296
-30,159
4160
$439K ﹤0.01%
47,106
-13,802
4161
$438K ﹤0.01%
14,253
-5,031
4162
$435K ﹤0.01%
44,247
-1,684
4163
$434K ﹤0.01%
102
-81
4164
$433K ﹤0.01%
37,321
+2,739
4165
$433K ﹤0.01%
38,671
+23,214
4166
$433K ﹤0.01%
11,656
+498
4167
$432K ﹤0.01%
22,026
+3,113
4168
$431K ﹤0.01%
34,430
-12,495
4169
$431K ﹤0.01%
15,504
+3,891
4170
$430K ﹤0.01%
46,018
+90
4171
$430K ﹤0.01%
35,151
-16,943
4172
$430K ﹤0.01%
7,573
+361
4173
$429K ﹤0.01%
47,767
+26,117
4174
$428K ﹤0.01%
15,109
+8,248
4175
$427K ﹤0.01%
21,438
+3,397