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
4551
$208K ﹤0.01%
4,529
+3,546
4552
$207K ﹤0.01%
22,649
+5,120
4553
$207K ﹤0.01%
28,716
+11,064
4554
$206K ﹤0.01%
574
+270
4555
$205K ﹤0.01%
12,802
+8,282
4556
$205K ﹤0.01%
7,887
+3,116
4557
$203K ﹤0.01%
7,980
+7,280
4558
$202K ﹤0.01%
6,976
+3,439
4559
$202K ﹤0.01%
22,655
+5,440
4560
$202K ﹤0.01%
15,140
-52
4561
$201K ﹤0.01%
38,588
-12,616
4562
$201K ﹤0.01%
106,513
+49,076
4563
$201K ﹤0.01%
3,366
-4,450
4564
$200K ﹤0.01%
4,532
+2,686
4565
$199K ﹤0.01%
51,954
+12,719
4566
$199K ﹤0.01%
3,104
-6,111
4567
$198K ﹤0.01%
9,263
+9,077
4568
$197K ﹤0.01%
1,195
+622
4569
$197K ﹤0.01%
9,262
+1,200
4570
$197K ﹤0.01%
8,226
+959
4571
$197K ﹤0.01%
10,646
+597
4572
$196K ﹤0.01%
3,149
+838
4573
$196K ﹤0.01%
+15,067
4574
$196K ﹤0.01%
10,654
-89,032
4575
$196K ﹤0.01%
19,355
+579