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
5101
$63K ﹤0.01%
7,401
+11
5102
$63K ﹤0.01%
3,497
+572
5103
$63K ﹤0.01%
1,777
-6,724
5104
$62K ﹤0.01%
3,273
+2,451
5105
$62K ﹤0.01%
1,079
+974
5106
$62K ﹤0.01%
3,364
+233
5107
$62K ﹤0.01%
5,440
-2,733
5108
$61K ﹤0.01%
13,710
-27,462
5109
$61K ﹤0.01%
7,466
-10,288
5110
$61K ﹤0.01%
7,609
+3,533
5111
$61K ﹤0.01%
9,796
-1,333
5112
$61K ﹤0.01%
1,574
+814
5113
$61K ﹤0.01%
1,032
+295
5114
$60K ﹤0.01%
4,000
5115
$60K ﹤0.01%
2,406
+426
5116
$60K ﹤0.01%
2,829
+849
5117
$60K ﹤0.01%
3,331
+795
5118
$60K ﹤0.01%
4,807
+833
5119
$60K ﹤0.01%
15,329
+15,320
5120
$60K ﹤0.01%
+2,692
5121
$59K ﹤0.01%
7,134
+382
5122
$59K ﹤0.01%
911
-288
5123
$59K ﹤0.01%
306
+302
5124
$59K ﹤0.01%
2,969
-733
5125
$59K ﹤0.01%
130
+64