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
4326
$326K ﹤0.01%
19,351
+14,011
4327
$326K ﹤0.01%
24,745
+2,990
4328
$326K ﹤0.01%
18,501
-19,290
4329
$324K ﹤0.01%
16,599
+3,899
4330
$324K ﹤0.01%
31,619
+11,000
4331
$324K ﹤0.01%
43,181
+22,758
4332
$323K ﹤0.01%
11,328
+10,127
4333
$320K ﹤0.01%
23,571
-37,450
4334
$319K ﹤0.01%
23,902
-2,023
4335
$319K ﹤0.01%
17,654
+1
4336
$319K ﹤0.01%
7,544
+3,226
4337
$318K ﹤0.01%
7,375
-17,436
4338
$318K ﹤0.01%
11,215
+7,632
4339
$317K ﹤0.01%
8,131
-5,675
4340
$317K ﹤0.01%
15,835
-11,031
4341
$317K ﹤0.01%
12,479
+190
4342
$316K ﹤0.01%
4,490
4343
$316K ﹤0.01%
10,021
-391
4344
$315K ﹤0.01%
7,841
+4,431
4345
$314K ﹤0.01%
7,196
-1,881
4346
$314K ﹤0.01%
43,687
+6,908
4347
$314K ﹤0.01%
6,073
+1,188
4348
$314K ﹤0.01%
12,102
+1,150
4349
$314K ﹤0.01%
10,006
+2,070
4350
$313K ﹤0.01%
27,199
-319