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
5251
$42K ﹤0.01%
+4,100
5252
$41K ﹤0.01%
2,516
-385
5253
$41K ﹤0.01%
1,284
+1,283
5254
$41K ﹤0.01%
1,465
-1,015
5255
$41K ﹤0.01%
2,600
5256
$41K ﹤0.01%
4,053
+1,053
5257
$41K ﹤0.01%
14,124
+9,634
5258
$41K ﹤0.01%
7,202
+3,013
5259
$41K ﹤0.01%
3,101
+3,098
5260
$41K ﹤0.01%
+110
5261
$41K ﹤0.01%
9,307
-8,389
5262
$41K ﹤0.01%
11,185
-136
5263
$40K ﹤0.01%
2,931
+1,203
5264
$40K ﹤0.01%
3,972
+2,767
5265
$40K ﹤0.01%
2,000
5266
$40K ﹤0.01%
+2,562
5267
$40K ﹤0.01%
400
+140
5268
$40K ﹤0.01%
1,600
-223
5269
$40K ﹤0.01%
648
+351
5270
$40K ﹤0.01%
4,687
-90,437
5271
$40K ﹤0.01%
714
+10
5272
$40K ﹤0.01%
5,350
+58
5273
$40K ﹤0.01%
2,522
+414
5274
$40K ﹤0.01%
3,972
-3,136
5275
$40K ﹤0.01%
31,259
-900