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
5151
$56K ﹤0.01%
8,253
+2,621
5152
$56K ﹤0.01%
3,605
-1,395
5153
$56K ﹤0.01%
2,273
-2,888
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%
10,439
+1,682
5167
$53K ﹤0.01%
6,451
-21,780
5168
$53K ﹤0.01%
5,086
+1,952
5169
$53K ﹤0.01%
3,128
-1,005
5170
$53K ﹤0.01%
3,931
+1,002
5171
$53K ﹤0.01%
6,544
5172
$53K ﹤0.01%
5,150
+3,705
5173
$53K ﹤0.01%
4,500
-11,985
5174
$53K ﹤0.01%
5,900
5175
$53K ﹤0.01%
+7,500