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
4626
$177K ﹤0.01%
19,250
-1,000
4627
$177K ﹤0.01%
7,519
+2,635
4628
$176K ﹤0.01%
6,844
-618
4629
$176K ﹤0.01%
12,162
-105
4630
$176K ﹤0.01%
6,878
-5,118
4631
$176K ﹤0.01%
4,678
+1,521
4632
$175K ﹤0.01%
4,706
+2,676
4633
$175K ﹤0.01%
21,768
-739
4634
$175K ﹤0.01%
6,532
-1,085
4635
$174K ﹤0.01%
3,855
-421
4636
$174K ﹤0.01%
6,109
-8,184
4637
$174K ﹤0.01%
45,096
-3,079
4638
$173K ﹤0.01%
14,302
-31,883
4639
$173K ﹤0.01%
21,041
-31,350
4640
$172K ﹤0.01%
5,453
-1,106
4641
$172K ﹤0.01%
833
+202
4642
$172K ﹤0.01%
4,776
-335
4643
$172K ﹤0.01%
3,963
+1,645
4644
$171K ﹤0.01%
4,863
+3,033
4645
$171K ﹤0.01%
3,846
-301
4646
$170K ﹤0.01%
4,384
+2,167
4647
$170K ﹤0.01%
12,670
-300
4648
$169K ﹤0.01%
3,645
4649
$169K ﹤0.01%
5,035
-1,140
4650
$169K ﹤0.01%
+6,750