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
4901
$102K ﹤0.01%
12,459
-12,289
4902
$101K ﹤0.01%
10,400
+4,387
4903
$101K ﹤0.01%
15,816
+5,816
4904
$101K ﹤0.01%
15,448
+1,924
4905
$101K ﹤0.01%
1,205
+483
4906
$100K ﹤0.01%
4,501
+2,422
4907
$99K ﹤0.01%
5,555
-18,266
4908
$99K ﹤0.01%
7,741
+5,951
4909
$99K ﹤0.01%
3,764
-226
4910
$99K ﹤0.01%
27,242
+19,180
4911
$99K ﹤0.01%
6,903
-698
4912
$98K ﹤0.01%
4,307
+516
4913
$98K ﹤0.01%
3,729
+2,452
4914
$98K ﹤0.01%
36,643
+10,984
4915
$97K ﹤0.01%
663
+17
4916
$97K ﹤0.01%
4,802
+4,284
4917
$96K ﹤0.01%
2,345
-988
4918
$96K ﹤0.01%
9,436
+198
4919
$96K ﹤0.01%
3,010
-16,959
4920
$96K ﹤0.01%
8,777
+1,854
4921
$96K ﹤0.01%
2,896
+308
4922
$96K ﹤0.01%
2,650
4923
$95K ﹤0.01%
2,178
+1,305
4924
$95K ﹤0.01%
5,228
+250
4925
$95K ﹤0.01%
1,060
+484