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
4401
$278K ﹤0.01%
5,640
-236
4402
$278K ﹤0.01%
18,696
+6,957
4403
$277K ﹤0.01%
72,359
-138,822
4404
$276K ﹤0.01%
137,771
-6,505
4405
$275K ﹤0.01%
11,597
-7,047
4406
$275K ﹤0.01%
6,495
-5,573
4407
$275K ﹤0.01%
28,037
+2,469
4408
$274K ﹤0.01%
17,059
-449
4409
$274K ﹤0.01%
8,774
-8,148
4410
$272K ﹤0.01%
+10,441
4411
$272K ﹤0.01%
4,502
-226
4412
$271K ﹤0.01%
23,165
-4,814
4413
$271K ﹤0.01%
9,735
+5,097
4414
$271K ﹤0.01%
23,009
-13,405
4415
$269K ﹤0.01%
10,180
+7,738
4416
$269K ﹤0.01%
15,000
+5,000
4417
$268K ﹤0.01%
5,048
4418
$268K ﹤0.01%
7,731
+7,605
4419
$268K ﹤0.01%
16,857
+1,763
4420
$268K ﹤0.01%
9,337
-891
4421
$268K ﹤0.01%
23,189
+5,583
4422
$267K ﹤0.01%
10,276
-5,013
4423
$266K ﹤0.01%
126,971
+30,118
4424
$266K ﹤0.01%
7,174
-593
4425
$265K ﹤0.01%
4,980
-4,251