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
5151
$56K ﹤0.01%
3,605
-1,395
5152
$56K ﹤0.01%
2,273
-2,888
5153
$56K ﹤0.01%
4,163
+351
5154
$55K ﹤0.01%
+1,583
5155
$55K ﹤0.01%
2,160
-421
5156
$55K ﹤0.01%
20,754
+1,667
5157
$55K ﹤0.01%
2,908
-555
5158
$55K ﹤0.01%
729
-106
5159
$55K ﹤0.01%
6,470
+2,424
5160
$54K ﹤0.01%
2,827
+328
5161
$54K ﹤0.01%
1,657
-319
5162
$54K ﹤0.01%
743
+28
5163
$54K ﹤0.01%
2,405
+11
5164
$54K ﹤0.01%
1,673
5165
$53K ﹤0.01%
1,153
-7,546
5166
$53K ﹤0.01%
3,128
-1,005
5167
$53K ﹤0.01%
3,931
+1,002
5168
$53K ﹤0.01%
6,544
5169
$53K ﹤0.01%
5,150
+3,705
5170
$53K ﹤0.01%
4,500
-11,985
5171
$53K ﹤0.01%
5,900
5172
$53K ﹤0.01%
10,439
+1,682
5173
$53K ﹤0.01%
6,451
-21,780
5174
$53K ﹤0.01%
5,086
+1,952
5175
$53K ﹤0.01%
+7,500