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
5201
$49K ﹤0.01%
+2
5202
$49K ﹤0.01%
21,697
-572
5203
$49K ﹤0.01%
16,420
+3,920
5204
$49K ﹤0.01%
+2,262
5205
$48K ﹤0.01%
6,249
-20,058
5206
$48K ﹤0.01%
1,728
+1,725
5207
$48K ﹤0.01%
1,483
+1,479
5208
$48K ﹤0.01%
4,000
-2,791
5209
$47K ﹤0.01%
1,788
+441
5210
$47K ﹤0.01%
1,000
5211
$47K ﹤0.01%
1,667
5212
$47K ﹤0.01%
2,024
+1,574
5213
$47K ﹤0.01%
+3,062
5214
$47K ﹤0.01%
9,653
-3,122
5215
$47K ﹤0.01%
6,632
-844
5216
$46K ﹤0.01%
840
5217
$46K ﹤0.01%
+1,611
5218
$46K ﹤0.01%
1,815
-24,892
5219
$46K ﹤0.01%
10,131
+131
5220
$46K ﹤0.01%
+3,500
5221
$46K ﹤0.01%
5,800
-2,000
5222
$46K ﹤0.01%
42,781
+3,260
5223
$46K ﹤0.01%
22,027
-96,973
5224
$46K ﹤0.01%
14,085
-9,331
5225
$46K ﹤0.01%
1,346
-109