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
4351
$313K ﹤0.01%
12,840
-90,859
4352
$311K ﹤0.01%
12,521
+1,074
4353
$310K ﹤0.01%
43,050
-1,398
4354
$310K ﹤0.01%
11,573
-166,007
4355
$310K ﹤0.01%
39,111
+10,316
4356
$309K ﹤0.01%
28,124
+2,279
4357
$308K ﹤0.01%
4,669
-56,311
4358
$308K ﹤0.01%
17,115
+673
4359
$308K ﹤0.01%
22,240
-54,374
4360
$307K ﹤0.01%
55,158
-6,006
4361
$305K ﹤0.01%
10,073
+1,164
4362
$305K ﹤0.01%
2,894
-3,223
4363
$304K ﹤0.01%
49,744
+4,480
4364
$304K ﹤0.01%
13,446
+2,179
4365
$304K ﹤0.01%
+10,325
4366
$304K ﹤0.01%
6,438
-377
4367
$303K ﹤0.01%
10,854
+5,800
4368
$303K ﹤0.01%
5,883
+1,638
4369
$303K ﹤0.01%
9,357
+1,233
4370
$303K ﹤0.01%
9,670
-1,800
4371
$303K ﹤0.01%
13,015
-4,095
4372
$303K ﹤0.01%
6,976
+2,149
4373
$303K ﹤0.01%
11,651
-9,100
4374
$302K ﹤0.01%
6,691
+5,746
4375
$302K ﹤0.01%
13,739
+8,890