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
5176
$52K ﹤0.01%
1,967
-901
5177
$52K ﹤0.01%
1,031
-79
5178
$52K ﹤0.01%
10,466
+10,424
5179
$52K ﹤0.01%
1,555
-113
5180
$52K ﹤0.01%
14,008
+6,666
5181
$52K ﹤0.01%
+18,043
5182
$52K ﹤0.01%
17,452
-4,394
5183
$52K ﹤0.01%
8,588
-10,722
5184
$52K ﹤0.01%
2,665
-2,794
5185
$52K ﹤0.01%
4,500
5186
$52K ﹤0.01%
+2,183
5187
$51K ﹤0.01%
18,000
+8,000
5188
$51K ﹤0.01%
2,515
-1,950
5189
$51K ﹤0.01%
2,454
+542
5190
$51K ﹤0.01%
1,289
+137
5191
$50K ﹤0.01%
19,040
+14
5192
$50K ﹤0.01%
669
-2,022
5193
$50K ﹤0.01%
3,380
+590
5194
$50K ﹤0.01%
28,908
-27,515
5195
$49K ﹤0.01%
727
-94
5196
$49K ﹤0.01%
1,675
-2,919
5197
$49K ﹤0.01%
2,871
-6,226
5198
$49K ﹤0.01%
14,006
-20,471
5199
$49K ﹤0.01%
160
+26
5200
$49K ﹤0.01%
688