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
5276
$40K ﹤0.01%
16,500
5277
$40K ﹤0.01%
2,500
+50
5278
$40K ﹤0.01%
3,868
-7,529
5279
$40K ﹤0.01%
+4,485
5280
$39K ﹤0.01%
8,260
+1,010
5281
$39K ﹤0.01%
3,500
5282
$39K ﹤0.01%
10
5283
$39K ﹤0.01%
+1,542
5284
$39K ﹤0.01%
+2,266
5285
$39K ﹤0.01%
5,475
5286
$39K ﹤0.01%
682
+82
5287
$39K ﹤0.01%
+1,047
5288
$39K ﹤0.01%
4,068
-9,939
5289
$39K ﹤0.01%
3,892
+724
5290
$38K ﹤0.01%
222
+2
5291
$38K ﹤0.01%
18,566
5292
$38K ﹤0.01%
3,856
-2,780
5293
$38K ﹤0.01%
4,289
-618
5294
$38K ﹤0.01%
+13,510
5295
$38K ﹤0.01%
2,539
-735
5296
$38K ﹤0.01%
7,084
+429
5297
$38K ﹤0.01%
2,914
+2,558
5298
$37K ﹤0.01%
1,200
5299
$37K ﹤0.01%
2,022
-193
5300
$37K ﹤0.01%
2,078
-515