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
5076
$66K ﹤0.01%
4,879
-800
5077
$66K ﹤0.01%
7,994
+5,160
5078
$66K ﹤0.01%
5,196
-1,332
5079
$66K ﹤0.01%
1,210
-515
5080
$66K ﹤0.01%
13,575
-187
5081
$65K ﹤0.01%
2,859
-1,354
5082
$65K ﹤0.01%
1,645
+116
5083
$65K ﹤0.01%
1,800
5084
$65K ﹤0.01%
4,800
5085
$65K ﹤0.01%
4,792
-43
5086
$65K ﹤0.01%
5,929
+3,820
5087
$65K ﹤0.01%
7,350
-203
5088
$64K ﹤0.01%
+2,409
5089
$64K ﹤0.01%
12,129
+10,052
5090
$64K ﹤0.01%
3,156
-452
5091
$64K ﹤0.01%
1,239
+522
5092
$64K ﹤0.01%
90,835
-28,909
5093
$63K ﹤0.01%
18,096
+9,937
5094
$63K ﹤0.01%
16,081
-22,428
5095
$63K ﹤0.01%
5,257
5096
$63K ﹤0.01%
7,023
-1,334
5097
$63K ﹤0.01%
+4,417
5098
$63K ﹤0.01%
7,401
+11
5099
$63K ﹤0.01%
3,497
+572
5100
$63K ﹤0.01%
1,777
-6,724