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
4451
$254K ﹤0.01%
15,692
+8,125
4452
$254K ﹤0.01%
6,717
-3,371
4453
$253K ﹤0.01%
29,571
-14,394
4454
$250K ﹤0.01%
+9,723
4455
$249K ﹤0.01%
5,000
4456
$249K ﹤0.01%
6,294
+1,276
4457
$249K ﹤0.01%
8,728
+4,635
4458
$247K ﹤0.01%
359
-122
4459
$247K ﹤0.01%
8,762
-864
4460
$247K ﹤0.01%
1,804
-1,024
4461
$247K ﹤0.01%
28,412
+4,363
4462
$247K ﹤0.01%
2,946
-7,203
4463
-729,189
4464
$246K ﹤0.01%
28,550
-1,006
4465
$246K ﹤0.01%
17,108
+1,264
4466
$246K ﹤0.01%
7,523
-2,612
4467
$245K ﹤0.01%
12,928
-1,280
4468
$244K ﹤0.01%
17,468
+9,620
4469
$244K ﹤0.01%
8,517
+1,832
4470
$244K ﹤0.01%
79,758
4471
$243K ﹤0.01%
4,332
-33,525
4472
$242K ﹤0.01%
29,205
+527
4473
$242K ﹤0.01%
48,970
-8,591
4474
$242K ﹤0.01%
20,898
-500
4475
$241K ﹤0.01%
+4,971