Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.09%
 

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
+23.09%
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%
2,016
+423
5006
$79K ﹤0.01%
1,975
+94
5007
$79K ﹤0.01%
18,493
+10,695
5008
$79K ﹤0.01%
2,926
-1,628
5009
$79K ﹤0.01%
14,030
+1,401
5010
$78K ﹤0.01%
16,300
+845
5011
$78K ﹤0.01%
2,136
+492
5012
$78K ﹤0.01%
+2,000
5013
$78K ﹤0.01%
7,044
+399
5014
$78K ﹤0.01%
4,151
-2,806
5015
$78K ﹤0.01%
11,626
-4,385
5016
$78K ﹤0.01%
5,311
+3,304
5017
$78K ﹤0.01%
2,622
-409
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%
+2,737
5022
$77K ﹤0.01%
4,663
-61,672
5023
$77K ﹤0.01%
1,470
+278
5024
$77K ﹤0.01%
+4,855
5025
$76K ﹤0.01%
2,085
+538