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
5126
$59K ﹤0.01%
+3,353
5127
$59K ﹤0.01%
5,816
+4,926
5128
$59K ﹤0.01%
28,330
+8,969
5129
$59K ﹤0.01%
3,363
-42
5130
$58K ﹤0.01%
9,110
+1,643
5131
$58K ﹤0.01%
+6,410
5132
$58K ﹤0.01%
7,046
+118
5133
$58K ﹤0.01%
2,103
+194
5134
$58K ﹤0.01%
3,973
+814
5135
$58K ﹤0.01%
395
-426
5136
$58K ﹤0.01%
5,153
-780
5137
$58K ﹤0.01%
1,919
+1,812
5138
$58K ﹤0.01%
2,000
5139
$57K ﹤0.01%
2,398
-2,952
5140
$57K ﹤0.01%
7,612
-3,685
5141
$57K ﹤0.01%
1,756
+110
5142
-337,462
5143
$57K ﹤0.01%
2,205
-250,791
5144
$56K ﹤0.01%
4,163
+351
5145
$56K ﹤0.01%
23,577
-16,973
5146
$56K ﹤0.01%
83
5147
$56K ﹤0.01%
3,380
+304
5148
$56K ﹤0.01%
20,294
+294
5149
$56K ﹤0.01%
7,895
+1,947
5150
$56K ﹤0.01%
2,000