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
4726
$144K ﹤0.01%
+7,673
4727
$144K ﹤0.01%
8,259
-2,519
4728
$142K ﹤0.01%
7,639
-229
4729
$142K ﹤0.01%
20,469
-16,826
4730
$141K ﹤0.01%
3,035
-22,900
4731
$141K ﹤0.01%
15,602
+1,844
4732
$141K ﹤0.01%
3,503
-3,520
4733
$140K ﹤0.01%
4,871
-386
4734
$139K ﹤0.01%
15,765
+7,098
4735
$138K ﹤0.01%
+12,500
4736
$138K ﹤0.01%
20,485
-62,897
4737
$138K ﹤0.01%
4,844
+4,384
4738
$138K ﹤0.01%
73,487
4739
$138K ﹤0.01%
10,206
+6,436
4740
$138K ﹤0.01%
16,617
+8,570
4741
$137K ﹤0.01%
8,756
-1,778
4742
$137K ﹤0.01%
21,971
+8,404
4743
$137K ﹤0.01%
30,700
+27,000
4744
$137K ﹤0.01%
2,613
-25
4745
$137K ﹤0.01%
2,970
+975
4746
$136K ﹤0.01%
15,222
+5,893
4747
$136K ﹤0.01%
15,177
-431
4748
$136K ﹤0.01%
+11,069
4749
$136K ﹤0.01%
10,409
-4,874
4750
$136K ﹤0.01%
20,218
-64,098