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
4576
$195K ﹤0.01%
8,438
+5,843
4577
$195K ﹤0.01%
3,996
-268
4578
$195K ﹤0.01%
6,422
+3,442
4579
$195K ﹤0.01%
22,600
-1,560
4580
$194K ﹤0.01%
11,063
+3,637
4581
$194K ﹤0.01%
17,042
-41,833
4582
$194K ﹤0.01%
4,767
-45
4583
$194K ﹤0.01%
5,293
+2,833
4584
$193K ﹤0.01%
8,042
-71,151
4585
$193K ﹤0.01%
18,158
+12,104
4586
$192K ﹤0.01%
6,269
+1,282
4587
$191K ﹤0.01%
4,081
-450
4588
$191K ﹤0.01%
+349
4589
$190K ﹤0.01%
14,727
-12,652
4590
$190K ﹤0.01%
20,968
+177
4591
$190K ﹤0.01%
14,160
+3,343
4592
$189K ﹤0.01%
60,556
+16,280
4593
$189K ﹤0.01%
65,249
-69,581
4594
$188K ﹤0.01%
7,069
-2,001
4595
$188K ﹤0.01%
8,189
-5,131
4596
$188K ﹤0.01%
+5,900
4597
$188K ﹤0.01%
3,842
-683
4598
$187K ﹤0.01%
25,490
+13,255
4599
$187K ﹤0.01%
10,933
-6,764
4600
$187K ﹤0.01%
8,331
+573