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
4276
$357K ﹤0.01%
266,260
-9,410
4277
$356K ﹤0.01%
10,200
+5,980
4278
$356K ﹤0.01%
27,067
-28,891
4279
$355K ﹤0.01%
31,522
-2,913
4280
$354K ﹤0.01%
50,086
+2,648
4281
$353K ﹤0.01%
+14,464
4282
$353K ﹤0.01%
19,032
+4,386
4283
$353K ﹤0.01%
23,963
-2,183
4284
$351K ﹤0.01%
95,025
+1,276
4285
$350K ﹤0.01%
+42,455
4286
$350K ﹤0.01%
11,560
-5,950
4287
$349K ﹤0.01%
23,684
-5,163
4288
$348K ﹤0.01%
16,023
+8,279
4289
$348K ﹤0.01%
27,972
-2,174
4290
$347K ﹤0.01%
16,663
+1,259
4291
$347K ﹤0.01%
16,166
-1,022
4292
$342K ﹤0.01%
868
-144
4293
$341K ﹤0.01%
20,290
+11,959
4294
$341K ﹤0.01%
18,867
-448
4295
$340K ﹤0.01%
7,435
-2,594
4296
$339K ﹤0.01%
3,667
+991
4297
$339K ﹤0.01%
13,283
+3,486
4298
$339K ﹤0.01%
26,641
-82,670
4299
$339K ﹤0.01%
+12,902
4300
$338K ﹤0.01%
4,887
+867