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
4176
$427K ﹤0.01%
4,673
-4,481
4177
$427K ﹤0.01%
36,396
-20,528
4178
$426K ﹤0.01%
102,115
-138,546
4179
$425K ﹤0.01%
90,047
-25,172
4180
$424K ﹤0.01%
14,778
4181
$424K ﹤0.01%
1,738
+728
4182
$424K ﹤0.01%
17,380
-8,814
4183
$422K ﹤0.01%
11,056
-2,042
4184
$422K ﹤0.01%
17,661
-20,519
4185
$420K ﹤0.01%
8,880
+1,595
4186
$420K ﹤0.01%
40,951
+5,269
4187
$420K ﹤0.01%
21,666
+954
4188
$420K ﹤0.01%
12,608
+3,244
4189
$420K ﹤0.01%
32,312
-6,437
4190
$418K ﹤0.01%
160,178
+2,297
4191
$416K ﹤0.01%
6,600
+756
4192
$415K ﹤0.01%
50,731
+9,679
4193
$415K ﹤0.01%
33,756
-7,447
4194
$414K ﹤0.01%
12,442
+3,417
4195
$414K ﹤0.01%
12,403
+4,264
4196
$414K ﹤0.01%
45,209
-37,495
4197
$413K ﹤0.01%
20,625
+4,665
4198
$413K ﹤0.01%
8,444
-1,521
4199
$413K ﹤0.01%
48,043
-20,083
4200
$412K ﹤0.01%
42,689
+20