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
4651
$169K ﹤0.01%
14,740
+8,147
4652
$168K ﹤0.01%
13,140
-17,863
4653
$168K ﹤0.01%
5,811
-257
4654
$167K ﹤0.01%
20,100
+2,559
4655
$166K ﹤0.01%
18,048
+5,040
4656
$165K ﹤0.01%
2,452
+443
4657
$165K ﹤0.01%
3,847
-1,316
4658
$165K ﹤0.01%
+17,830
4659
$165K ﹤0.01%
7,400
-515
4660
$165K ﹤0.01%
2,693
+738
4661
$164K ﹤0.01%
17,359
+5,416
4662
$164K ﹤0.01%
12,642
-30,233
4663
$164K ﹤0.01%
14,297
+8,833
4664
$164K ﹤0.01%
10,602
4665
$164K ﹤0.01%
22,500
4666
$163K ﹤0.01%
6,050
-369
4667
$162K ﹤0.01%
12,929
+498
4668
$162K ﹤0.01%
2,000
-1
4669
$162K ﹤0.01%
760
+416
4670
$161K ﹤0.01%
3,130
+16
4671
$160K ﹤0.01%
6,004
+2,507
4672
$160K ﹤0.01%
11,124
+834
4673
$160K ﹤0.01%
22,714
+20,564
4674
$160K ﹤0.01%
11,527
-6,441
4675
$159K ﹤0.01%
7,672
+4,264