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
4976
$84K ﹤0.01%
1,900
+852
4977
$84K ﹤0.01%
3,989
-2,246
4978
$84K ﹤0.01%
2,527
-165
4979
$84K ﹤0.01%
4,714
+526
4980
$83K ﹤0.01%
9,355
+26
4981
$83K ﹤0.01%
451
-62
4982
$83K ﹤0.01%
3,235
+1,582
4983
$83K ﹤0.01%
8,812
-727
4984
$83K ﹤0.01%
+8,556
4985
$83K ﹤0.01%
3,172
-409
4986
$82K ﹤0.01%
30,003
+2,601
4987
$82K ﹤0.01%
+8,470
4988
$82K ﹤0.01%
3,807
-204,378
4989
$82K ﹤0.01%
2,086
+364
4990
$81K ﹤0.01%
1,012
4991
$81K ﹤0.01%
1,601
+130
4992
$81K ﹤0.01%
28,800
-2,880
4993
$81K ﹤0.01%
1,870
4994
$81K ﹤0.01%
4,922
+920
4995
$81K ﹤0.01%
8,491
+8,456
4996
$81K ﹤0.01%
13,198
-4,306
4997
$80K ﹤0.01%
3,350
4998
$80K ﹤0.01%
6,941
-676
4999
$80K ﹤0.01%
6,591
+201
5000
$80K ﹤0.01%
6,961
-174