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
4201
$411K ﹤0.01%
19,450
-6,963
4202
$411K ﹤0.01%
30,253
-9,048
4203
$411K ﹤0.01%
27,751
-250,941
4204
$410K ﹤0.01%
85,364
-6,824
4205
$409K ﹤0.01%
21,128
-8,724
4206
$408K ﹤0.01%
8,236
+8,034
4207
$408K ﹤0.01%
29,998
-981
4208
$407K ﹤0.01%
21,452
-15,057
4209
$405K ﹤0.01%
46,893
+3,701
4210
$404K ﹤0.01%
34,693
+6,510
4211
$402K ﹤0.01%
13,104
+2,739
4212
$401K ﹤0.01%
13,396
+8,165
4213
$401K ﹤0.01%
28,758
-1,485
4214
$399K ﹤0.01%
27,436
+10,735
4215
$399K ﹤0.01%
37,260
-1,373
4216
$399K ﹤0.01%
14,184
+4,631
4217
$399K ﹤0.01%
22,295
+496
4218
$399K ﹤0.01%
10,774
+6,022
4219
$398K ﹤0.01%
30,769
+16,503
4220
$397K ﹤0.01%
629
-373
4221
$397K ﹤0.01%
3,146
+1,937
4222
$396K ﹤0.01%
4,397
+1,704
4223
$396K ﹤0.01%
54,606
+1,986
4224
$395K ﹤0.01%
6,993
+4,535
4225
$395K ﹤0.01%
9,560
+1,510