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
5326
$34K ﹤0.01%
1,200
-29
5327
$34K ﹤0.01%
1,033
-1
5328
$34K ﹤0.01%
6,046
+2,679
5329
$34K ﹤0.01%
8,487
-16,513
5330
$34K ﹤0.01%
1,595
+32
5331
$34K ﹤0.01%
2,347
-608
5332
$34K ﹤0.01%
1,605
-78
5333
$34K ﹤0.01%
2,151
-410
5334
$34K ﹤0.01%
1,554
+1,112
5335
$34K ﹤0.01%
249
5336
$33K ﹤0.01%
1,145
+104
5337
$33K ﹤0.01%
825
5338
$33K ﹤0.01%
3,439
+900
5339
$33K ﹤0.01%
2,957
+199
5340
$33K ﹤0.01%
1,890
+400
5341
$33K ﹤0.01%
2,835
-2,000
5342
$33K ﹤0.01%
+235
5343
0
5344
$33K ﹤0.01%
+2,876
5345
$33K ﹤0.01%
134
-38
5346
$33K ﹤0.01%
7,831
-1,921
5347
$33K ﹤0.01%
2,203
-616
5348
$32K ﹤0.01%
6,428
+6,407
5349
$32K ﹤0.01%
1,556
+1,502
5350
$32K ﹤0.01%
1,894
-572