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
4376
$301K ﹤0.01%
4,287
-2,048
4377
$297K ﹤0.01%
666
-43
4378
$297K ﹤0.01%
3,454
-64
4379
$296K ﹤0.01%
5,904
-4,985
4380
$296K ﹤0.01%
44,289
+18,093
4381
$296K ﹤0.01%
21,278
-9,506
4382
$295K ﹤0.01%
4,510
-5,709
4383
$295K ﹤0.01%
40,680
-26,015
4384
$295K ﹤0.01%
12,517
-4,344
4385
$294K ﹤0.01%
13,463
+1,513
4386
$294K ﹤0.01%
4,190
+3,990
4387
$293K ﹤0.01%
+12,955
4388
$291K ﹤0.01%
16,141
+16,140
4389
$290K ﹤0.01%
12,723
-292
4390
$287K ﹤0.01%
14,001
+7,003
4391
$285K ﹤0.01%
46,287
+2,858
4392
$284K ﹤0.01%
15,482
+199
4393
$284K ﹤0.01%
3,416
+1,865
4394
$282K ﹤0.01%
6,554
-6,776
4395
$282K ﹤0.01%
65,064
+9,861
4396
$282K ﹤0.01%
31,141
-1,181
4397
$282K ﹤0.01%
2,348
-111
4398
$281K ﹤0.01%
9,429
+1,873
4399
$281K ﹤0.01%
67
4400
$281K ﹤0.01%
16,306
+5,606