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
4876
$106K ﹤0.01%
+17,225
4877
$106K ﹤0.01%
3,739
+2,374
4878
$106K ﹤0.01%
8,354
+6,658
4879
$106K ﹤0.01%
2,928
-10,780
4880
$105K ﹤0.01%
44,126
+25,815
4881
$105K ﹤0.01%
11,869
-42,308
4882
$105K ﹤0.01%
3,188
+1,355
4883
$105K ﹤0.01%
10,894
-38,717
4884
$105K ﹤0.01%
1,997
-562
4885
$105K ﹤0.01%
1,598
+580
4886
$105K ﹤0.01%
4,000
4887
$104K ﹤0.01%
3,343
-21
4888
$104K ﹤0.01%
4,733
+3,393
4889
$104K ﹤0.01%
15,780
+835
4890
$104K ﹤0.01%
5,529
+1,269
4891
$103K ﹤0.01%
24,657
+20,346
4892
$103K ﹤0.01%
7,873
-4,203
4893
$103K ﹤0.01%
2,240
-184
4894
$103K ﹤0.01%
19,815
-1,254
4895
$102K ﹤0.01%
2,069
-202
4896
$102K ﹤0.01%
2,356
+935
4897
$102K ﹤0.01%
27,225
4898
$102K ﹤0.01%
7,374
+1,627
4899
$102K ﹤0.01%
845
-420
4900
$102K ﹤0.01%
4,337
+2,175