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
4601
$185K ﹤0.01%
+6,270
4602
$184K ﹤0.01%
13,359
+8,156
4603
$184K ﹤0.01%
13,699
-9,994
4604
$184K ﹤0.01%
+171
4605
$183K ﹤0.01%
9,515
-20,188
4606
$183K ﹤0.01%
2,254
-210
4607
$182K ﹤0.01%
+14,746
4608
$182K ﹤0.01%
9,738
+2,859
4609
$182K ﹤0.01%
15,556
-2,193
4610
$181K ﹤0.01%
2,930
+53
4611
$181K ﹤0.01%
6,181
-3,540
4612
$181K ﹤0.01%
2,863
-6,464
4613
$180K ﹤0.01%
11,829
+6,555
4614
$180K ﹤0.01%
607
+507
4615
$180K ﹤0.01%
3,650
4616
$180K ﹤0.01%
11,655
-18,519
4617
$180K ﹤0.01%
2,800
+1,193
4618
$180K ﹤0.01%
9,675
-322
4619
$180K ﹤0.01%
12,127
-500
4620
$180K ﹤0.01%
20,843
+5,263
4621
$178K ﹤0.01%
24,496
-500
4622
$178K ﹤0.01%
47,148
+17,941
4623
$178K ﹤0.01%
9,580
+2,452
4624
$177K ﹤0.01%
4,067
+3,621
4625
$177K ﹤0.01%
8,476
+4,212