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
4951
$88K ﹤0.01%
1,988
+984
4952
$88K ﹤0.01%
1,388
-33
4953
$88K ﹤0.01%
3,037
-1,375
4954
$88K ﹤0.01%
4,279
+1,256
4955
$87K ﹤0.01%
4,376
-934
4956
$87K ﹤0.01%
33,481
+7,476
4957
$87K ﹤0.01%
2,839
+2,239
4958
$87K ﹤0.01%
2,455
-192
4959
0
4960
$86K ﹤0.01%
4,300
-60,480
4961
$86K ﹤0.01%
7,250
+2,152
4962
$86K ﹤0.01%
8,039
-81
4963
$86K ﹤0.01%
12,073
+1,915
4964
$86K ﹤0.01%
4,661
+2,381
4965
$86K ﹤0.01%
3,189
+1,325
4966
$85K ﹤0.01%
3,600
+3,559
4967
$85K ﹤0.01%
4,485
-2,163
4968
$85K ﹤0.01%
14,127
-4,970
4969
$85K ﹤0.01%
18,798
-2,306
4970
$85K ﹤0.01%
1,007
+193
4971
$85K ﹤0.01%
3,068
-54,055
4972
$85K ﹤0.01%
1,616
+1,416
4973
$85K ﹤0.01%
2,740
+785
4974
$84K ﹤0.01%
1,727
-992
4975
$84K ﹤0.01%
1,441
+228