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
4426
$265K ﹤0.01%
15,794
-86,984
4427
$265K ﹤0.01%
8,696
-1,605
4428
$265K ﹤0.01%
9,285
+4,443
4429
$263K ﹤0.01%
20,228
+12,560
4430
$263K ﹤0.01%
9,814
+9
4431
$262K ﹤0.01%
7,189
+3,754
4432
$261K ﹤0.01%
15,047
+1,452
4433
$261K ﹤0.01%
30,328
+6,184
4434
$261K ﹤0.01%
17,980
-18,052
4435
$259K ﹤0.01%
54,271
-4,671
4436
$259K ﹤0.01%
4,915
-186
4437
$258K ﹤0.01%
21,533
-2,855
4438
$258K ﹤0.01%
11,293
-687
4439
$258K ﹤0.01%
1,741
-8,595
4440
$258K ﹤0.01%
10,823
+4,870
4441
$257K ﹤0.01%
20,969
-136,183
4442
$256K ﹤0.01%
7,820
-1,023
4443
$256K ﹤0.01%
11,354
-1,126
4444
$256K ﹤0.01%
2,337
-10,295
4445
$255K ﹤0.01%
4,636
+2,191
4446
$255K ﹤0.01%
6,143
+3,367
4447
$255K ﹤0.01%
29,348
+20,942
4448
$255K ﹤0.01%
11,330
+62
4449
$255K ﹤0.01%
85,524
-23,870
4450
$255K ﹤0.01%
20,308
+308