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
4251
$376K ﹤0.01%
16,722
-11,360
4252
$374K ﹤0.01%
61,879
-26,947
4253
$373K ﹤0.01%
4,450
+100
4254
$371K ﹤0.01%
9,058
+2,994
4255
$371K ﹤0.01%
5,297
-13,891
4256
$369K ﹤0.01%
37,975
-10,173
4257
$369K ﹤0.01%
36,422
+174
4258
$367K ﹤0.01%
3,435
-224
4259
$366K ﹤0.01%
12,610
-13,574
4260
$365K ﹤0.01%
18,438
+816
4261
$365K ﹤0.01%
22,957
-5,668
4262
$364K ﹤0.01%
32,724
+3,210
4263
$364K ﹤0.01%
12,410
+3,736
4264
$362K ﹤0.01%
18,704
+4,829
4265
$361K ﹤0.01%
8,613
+3,047
4266
$361K ﹤0.01%
24,556
-7,313
4267
$361K ﹤0.01%
28,613
+8,786
4268
$361K ﹤0.01%
2,292
-35,885
4269
$361K ﹤0.01%
27,784
+20,967
4270
$360K ﹤0.01%
34,273
-5,710
4271
$360K ﹤0.01%
12,112
+1,596
4272
$360K ﹤0.01%
4,319
-42
4273
$359K ﹤0.01%
10,274
+3,019
4274
$358K ﹤0.01%
34,340
-9,655
4275
$357K ﹤0.01%
13,554
+467