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
4476
$241K ﹤0.01%
+11,494
4477
$240K ﹤0.01%
6,668
-15,092
4478
$239K ﹤0.01%
23,191
+8,626
4479
$239K ﹤0.01%
42,888
-2,594
4480
$239K ﹤0.01%
+9,536
4481
$238K ﹤0.01%
6,927
+170
4482
$238K ﹤0.01%
5,628
-5,073
4483
$237K ﹤0.01%
46,965
+34,078
4484
$237K ﹤0.01%
13,524
-5,164
4485
$237K ﹤0.01%
1,716
+500
4486
$235K ﹤0.01%
145
+75
4487
$235K ﹤0.01%
14,766
-8,227
4488
$234K ﹤0.01%
47,362
-6,872
4489
$233K ﹤0.01%
2,457
-64,786
4490
$232K ﹤0.01%
8,386
+3,172
4491
$232K ﹤0.01%
19,784
+15,327
4492
$232K ﹤0.01%
+4,536
4493
$231K ﹤0.01%
4,740
-10,023
4494
$231K ﹤0.01%
8,806
-3,778
4495
$231K ﹤0.01%
+9,538
4496
$231K ﹤0.01%
+6,671
4497
$231K ﹤0.01%
8,502
+5,511
4498
$230K ﹤0.01%
6,658
+2,302
4499
$230K ﹤0.01%
17,371
4500
$229K ﹤0.01%
839
-792