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
4526
$221K ﹤0.01%
2,292
-248
4527
$221K ﹤0.01%
3,630
-41
4528
$220K ﹤0.01%
48,196
+16,986
4529
$219K ﹤0.01%
20,789
+9,438
4530
$219K ﹤0.01%
10,000
4531
$218K ﹤0.01%
1,682
-2,116
4532
$217K ﹤0.01%
67,992
-4,988
4533
$217K ﹤0.01%
12,877
-41,186
4534
$216K ﹤0.01%
12,768
-3,484
4535
$216K ﹤0.01%
3,079
-29
4536
$215K ﹤0.01%
12,798
-10,194
4537
$214K ﹤0.01%
6,575
+2,175
4538
$214K ﹤0.01%
7,342
+702
4539
$213K ﹤0.01%
18,400
+5,120
4540
$213K ﹤0.01%
25,965
+16,978
4541
$213K ﹤0.01%
16,549
-237
4542
$212K ﹤0.01%
11,386
+105
4543
$212K ﹤0.01%
14,930
-25,814
4544
$212K ﹤0.01%
7,021
+110
4545
$212K ﹤0.01%
13,591
+7,923
4546
$210K ﹤0.01%
30,223
-67,597
4547
$210K ﹤0.01%
7,503
-6,179
4548
$210K ﹤0.01%
15,105
-4,712
4549
$210K ﹤0.01%
28,481
+25,130
4550
$210K ﹤0.01%
19,987
+6,883