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
5351
$32K ﹤0.01%
721
-294
5352
$32K ﹤0.01%
2,779
+1,651
5353
$32K ﹤0.01%
1,525
+35
5354
$32K ﹤0.01%
1,285
+68
5355
$31K ﹤0.01%
4,088
-1,335
5356
$31K ﹤0.01%
4,515
-27,018
5357
$31K ﹤0.01%
1,199
+160
5358
$31K ﹤0.01%
16,790
+9,849
5359
$31K ﹤0.01%
+2,200
5360
$31K ﹤0.01%
677
+191
5361
$31K ﹤0.01%
7,759
-83,781
5362
$31K ﹤0.01%
3,792
-218,195
5363
$31K ﹤0.01%
+1,253
5364
$31K ﹤0.01%
48,001
-37,244
5365
$30K ﹤0.01%
1,689
-458
5366
$30K ﹤0.01%
1,484
+1,200
5367
$30K ﹤0.01%
41
5368
$30K ﹤0.01%
12,655
5369
$30K ﹤0.01%
13,000
5370
$30K ﹤0.01%
716
+66
5371
$30K ﹤0.01%
+1,144
5372
$30K ﹤0.01%
3,046
+187
5373
$30K ﹤0.01%
12,400
5374
$30K ﹤0.01%
4,750
+840
5375
$30K ﹤0.01%
809
+699