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
5376
$30K ﹤0.01%
+483
5377
$30K ﹤0.01%
3,405
-642
5378
$30K ﹤0.01%
1,000
5379
$30K ﹤0.01%
6,003
+3
5380
$30K ﹤0.01%
6,964
5381
$29K ﹤0.01%
7,872
-50,792
5382
$29K ﹤0.01%
3,310
-1
5383
$29K ﹤0.01%
2,202
+1,020
5384
$29K ﹤0.01%
2,129
+226
5385
$29K ﹤0.01%
2,623
-13,975
5386
$29K ﹤0.01%
1,430
+1,214
5387
$29K ﹤0.01%
10
+6
5388
$29K ﹤0.01%
81
-1,558
5389
$29K ﹤0.01%
3,331
-4,813
5390
$29K ﹤0.01%
2,909
+311
5391
$29K ﹤0.01%
7,630
-62,685
5392
$29K ﹤0.01%
3,480
+2,924
5393
$29K ﹤0.01%
1,700
-6,148
5394
$29K ﹤0.01%
3,941
-48,411
5395
$29K ﹤0.01%
2,000
-16
5396
$29K ﹤0.01%
8,100
+100
5397
$29K ﹤0.01%
1,000
5398
$28K ﹤0.01%
+857
5399
$28K ﹤0.01%
+2,134
5400
$28K ﹤0.01%
670
+570