Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.09%
 

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
+23.09%
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
4776
$129K ﹤0.01%
6,336
+1,958
4777
$129K ﹤0.01%
21,432
4778
$128K ﹤0.01%
77,325
+1,587
4779
$128K ﹤0.01%
5,104
+2,821
4780
$128K ﹤0.01%
20,197
+15,592
4781
$128K ﹤0.01%
6,517
-1,146
4782
$127K ﹤0.01%
1,334
+508
4783
$127K ﹤0.01%
7,136
+3,297
4784
$126K ﹤0.01%
3,236
+780
4785
$126K ﹤0.01%
34,513
+25,010
4786
$126K ﹤0.01%
5,575
-5,527
4787
$126K ﹤0.01%
8,800
+3,247
4788
$126K ﹤0.01%
2,329
-629
4789
$126K ﹤0.01%
10,661
+3,275
4790
$126K ﹤0.01%
4,215
-949
4791
$126K ﹤0.01%
2,026
-235
4792
$126K ﹤0.01%
2,763
+1,608
4793
$125K ﹤0.01%
5,112
+4,554
4794
$125K ﹤0.01%
11,220
+5,871
4795
$125K ﹤0.01%
7,397
+6,622
4796
$124K ﹤0.01%
2,054
-1,639
4797
$124K ﹤0.01%
12,796
+11,759
4798
$124K ﹤0.01%
1,749
+14
4799
$124K ﹤0.01%
8,216
4800
$124K ﹤0.01%
3,906
-1,296