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
4301
$338K ﹤0.01%
23,549
-9,503
4302
$337K ﹤0.01%
30,914
+15,910
4303
$337K ﹤0.01%
47,497
+5,253
4304
$336K ﹤0.01%
24,890
-290
4305
$335K ﹤0.01%
17,926
+5,464
4306
$335K ﹤0.01%
6,725
-5,993
4307
$335K ﹤0.01%
19,087
-114
4308
$335K ﹤0.01%
11,770
-5,395
4309
$335K ﹤0.01%
9,884
+1,751
4310
$335K ﹤0.01%
13,576
+12,059
4311
$333K ﹤0.01%
35,434
-400
4312
$333K ﹤0.01%
12,031
+5,031
4313
$333K ﹤0.01%
29,660
+12,918
4314
$332K ﹤0.01%
17,992
+989
4315
$330K ﹤0.01%
10,547
-4,468
4316
$330K ﹤0.01%
82,606
+119
4317
$329K ﹤0.01%
29,046
+1,983
4318
$329K ﹤0.01%
8,260
-10,848
4319
$329K ﹤0.01%
9,162
+1,502
4320
$329K ﹤0.01%
14,358
-15,856
4321
$328K ﹤0.01%
6,571
+2,294
4322
$327K ﹤0.01%
66,169
+3,143
4323
$327K ﹤0.01%
9,033
+5,215
4324
$327K ﹤0.01%
26,423
+6,731
4325
$327K ﹤0.01%
3,309
+2,881