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
5026
$75K ﹤0.01%
+1,271
5027
$75K ﹤0.01%
1,300
-41
5028
$75K ﹤0.01%
3,114
+33
5029
$75K ﹤0.01%
7,625
+1,538
5030
$75K ﹤0.01%
6,919
-58
5031
$75K ﹤0.01%
4,965
+4,117
5032
$75K ﹤0.01%
1,521
-66,444
5033
$75K ﹤0.01%
7,560
+7,404
5034
$75K ﹤0.01%
6,634
+2,684
5035
$75K ﹤0.01%
927
+132
5036
$75K ﹤0.01%
1,440
-10
5037
$75K ﹤0.01%
20,513
+8,075
5038
$75K ﹤0.01%
+6,563
5039
$74K ﹤0.01%
298
+18
5040
$74K ﹤0.01%
2,236
-721
5041
$74K ﹤0.01%
6,704
+641
5042
$74K ﹤0.01%
2,949
+1,949
5043
$74K ﹤0.01%
2,862
-57
5044
$74K ﹤0.01%
3,698
+587
5045
$74K ﹤0.01%
5,930
-500
5046
$73K ﹤0.01%
267
+26
5047
$73K ﹤0.01%
2,417
-325
5048
$73K ﹤0.01%
17,368
+12,700
5049
$73K ﹤0.01%
17,582
5050
$73K ﹤0.01%
6,778
-2,035