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
5001
$80K ﹤0.01%
1,013
+197
5002
$80K ﹤0.01%
3,089
+300
5003
$79K ﹤0.01%
+222
5004
$79K ﹤0.01%
+14,365
5005
$79K ﹤0.01%
1,975
+94
5006
$79K ﹤0.01%
18,493
+10,695
5007
$79K ﹤0.01%
2,926
-1,628
5008
$79K ﹤0.01%
14,030
+1,401
5009
$79K ﹤0.01%
2,016
+423
5010
$78K ﹤0.01%
+2,000
5011
$78K ﹤0.01%
7,044
+399
5012
$78K ﹤0.01%
4,151
-2,806
5013
$78K ﹤0.01%
11,626
-4,385
5014
$78K ﹤0.01%
5,311
+3,304
5015
$78K ﹤0.01%
2,622
-409
5016
$78K ﹤0.01%
16,300
+845
5017
$78K ﹤0.01%
2,136
+492
5018
$77K ﹤0.01%
1,445
+275
5019
$77K ﹤0.01%
1,805
-21,142
5020
$77K ﹤0.01%
3,224
5021
$77K ﹤0.01%
1,470
+278
5022
$77K ﹤0.01%
+4,855
5023
$77K ﹤0.01%
+2,737
5024
$77K ﹤0.01%
4,663
-61,672
5025
$76K ﹤0.01%
2,085
+538