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
4226
$394K ﹤0.01%
14,711
+14,102
4227
$393K ﹤0.01%
760
+740
4228
$393K ﹤0.01%
8,937
+1,258
4229
$392K ﹤0.01%
83,615
+79,112
4230
$391K ﹤0.01%
21,037
+18,959
4231
$390K ﹤0.01%
27,973
+9,580
4232
$390K ﹤0.01%
47,246
-42,702
4233
$389K ﹤0.01%
2,717
-4,842
4234
$389K ﹤0.01%
124,391
+20,419
4235
$389K ﹤0.01%
14,855
-39,635
4236
$388K ﹤0.01%
4,141
-1,295
4237
$388K ﹤0.01%
37,938
+31,337
4238
$386K ﹤0.01%
31,597
+21,815
4239
$385K ﹤0.01%
28,122
-22,730
4240
$384K ﹤0.01%
14,755
+6,715
4241
$384K ﹤0.01%
130,872
-74,211
4242
$382K ﹤0.01%
+33,237
4243
$381K ﹤0.01%
16,774
+8,474
4244
$381K ﹤0.01%
49,009
-19,342
4245
$380K ﹤0.01%
29,139
-3,507
4246
$379K ﹤0.01%
74,350
+67,457
4247
$379K ﹤0.01%
13,697
-13,538
4248
$378K ﹤0.01%
31,523
-89,073
4249
$378K ﹤0.01%
41,404
-5,908
4250
$377K ﹤0.01%
21,785
+11,272