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
4701
$152K ﹤0.01%
24,823
+9,666
4702
$152K ﹤0.01%
5,598
+3,241
4703
$151K ﹤0.01%
13,871
+5,426
4704
$151K ﹤0.01%
8,927
+3,485
4705
$151K ﹤0.01%
8,481
-75,400
4706
$151K ﹤0.01%
4,191
-430
4707
$150K ﹤0.01%
1,146
+216
4708
$150K ﹤0.01%
27,318
-5,232
4709
$150K ﹤0.01%
7,169
+3,241
4710
$150K ﹤0.01%
47,503
-11,805
4711
$150K ﹤0.01%
63,674
+23,974
4712
$149K ﹤0.01%
4,274
+384
4713
$149K ﹤0.01%
5,268
+3,385
4714
$149K ﹤0.01%
21,615
-1,108
4715
$148K ﹤0.01%
5,964
-2,024
4716
$148K ﹤0.01%
4,993
+3,667
4717
$148K ﹤0.01%
17,110
-1,000
4718
$147K ﹤0.01%
269
+63
4719
$146K ﹤0.01%
+8,595
4720
$146K ﹤0.01%
9,239
+2,825
4721
$146K ﹤0.01%
15,243
-107,736
4722
$146K ﹤0.01%
11,049
+1,709
4723
$145K ﹤0.01%
10,578
+5,923
4724
$145K ﹤0.01%
5,200
-123
4725
$145K ﹤0.01%
11,878
+725