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
4851
$112K ﹤0.01%
10,619
-3,294
4852
$111K ﹤0.01%
29,543
4853
$111K ﹤0.01%
2,988
4854
$111K ﹤0.01%
+1,905
4855
$110K ﹤0.01%
2,925
+553
4856
$110K ﹤0.01%
551
+244
4857
$110K ﹤0.01%
4,102
+1,120
4858
$110K ﹤0.01%
3,009
+963
4859
$110K ﹤0.01%
3,787
+2,686
4860
$110K ﹤0.01%
+3,578
4861
$110K ﹤0.01%
12,580
+2,841
4862
$110K ﹤0.01%
3,100
+1,822
4863
$109K ﹤0.01%
8,297
+6,200
4864
$108K ﹤0.01%
21,487
+14,173
4865
$108K ﹤0.01%
1,472
+1,026
4866
$108K ﹤0.01%
3,735
+3,135
4867
$107K ﹤0.01%
3,842
-3,440
4868
$107K ﹤0.01%
3,118
+2,285
4869
$107K ﹤0.01%
14,745
-5,963
4870
$107K ﹤0.01%
9,184
-94,456
4871
$107K ﹤0.01%
12,966
+2,460
4872
$106K ﹤0.01%
10,972
-101,496
4873
$106K ﹤0.01%
1,869
-7,135
4874
$106K ﹤0.01%
3,594
+2,436
4875
$106K ﹤0.01%
62,410
+44,690