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
5051
$72K ﹤0.01%
2,356
-497
5052
$72K ﹤0.01%
3,437
+1,497
5053
$72K ﹤0.01%
181
-183
5054
$72K ﹤0.01%
5,774
+1,000
5055
$71K ﹤0.01%
2,040
+172
5056
$71K ﹤0.01%
1,798
+200
5057
$71K ﹤0.01%
+16,276
5058
$71K ﹤0.01%
4,258
-3,416
5059
$71K ﹤0.01%
17,555
-86,468
5060
$70K ﹤0.01%
6,250
-106,568
5061
$70K ﹤0.01%
2,552
+426
5062
$70K ﹤0.01%
6,381
+2,240
5063
$70K ﹤0.01%
3,252
+1,757
5064
$70K ﹤0.01%
+7,000
5065
$70K ﹤0.01%
3,250
-8,331
5066
$69K ﹤0.01%
13,908
+4,379
5067
$69K ﹤0.01%
2,831
-6,319
5068
$69K ﹤0.01%
5,250
+2,250
5069
$68K ﹤0.01%
9,500
5070
$68K ﹤0.01%
6,427
-9,874
5071
$68K ﹤0.01%
2,500
-803
5072
$67K ﹤0.01%
+1,114
5073
$67K ﹤0.01%
1,655
5074
$66K ﹤0.01%
5,871
-6,784
5075
$66K ﹤0.01%
2,925
+165