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
4751
$136K ﹤0.01%
4,970
+154
4752
$135K ﹤0.01%
1,970
-150
4753
$135K ﹤0.01%
+11,132
4754
$135K ﹤0.01%
3,149
+1,605
4755
$135K ﹤0.01%
6,312
+1,624
4756
$135K ﹤0.01%
9,608
4757
$135K ﹤0.01%
12,354
-13,946
4758
$135K ﹤0.01%
3,654
+254
4759
$134K ﹤0.01%
10,297
+5,181
4760
$133K ﹤0.01%
43,444
+39,270
4761
$133K ﹤0.01%
5,723
+2,797
4762
$133K ﹤0.01%
7,105
+3,359
4763
$132K ﹤0.01%
6,703
+985
4764
$132K ﹤0.01%
+6,964
4765
$132K ﹤0.01%
6,208
+2,743
4766
$132K ﹤0.01%
10,868
+9,743
4767
$132K ﹤0.01%
9,721
4768
$131K ﹤0.01%
14,621
-2,799
4769
$130K ﹤0.01%
27,428
-2,250
4770
$130K ﹤0.01%
30,501
-386,739
4771
$130K ﹤0.01%
18,287
+2,000
4772
$129K ﹤0.01%
3,631
-5,319
4773
$129K ﹤0.01%
2,565
+2,481
4774
$129K ﹤0.01%
21,432
4775
$129K ﹤0.01%
5,168
-674