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
5401
$28K ﹤0.01%
2,000
-7
5402
$28K ﹤0.01%
1,442
-121
5403
$28K ﹤0.01%
1,835
+164
5404
$28K ﹤0.01%
2,829
-1,297
5405
$28K ﹤0.01%
+1,777
5406
$28K ﹤0.01%
2,553
5407
$28K ﹤0.01%
1,208
+84
5408
$28K ﹤0.01%
4,554
5409
$27K ﹤0.01%
1,166
-133
5410
$27K ﹤0.01%
1,330
+141
5411
$27K ﹤0.01%
27,550
+25,000
5412
$27K ﹤0.01%
481
+407
5413
$27K ﹤0.01%
12,202
-38
5414
$27K ﹤0.01%
2,500
-17,000
5415
$27K ﹤0.01%
1,895
-3,167
5416
$26K ﹤0.01%
958
-435
5417
$26K ﹤0.01%
25,900
+19,200
5418
$26K ﹤0.01%
3,699
-11,640
5419
$26K ﹤0.01%
3,000
5420
$26K ﹤0.01%
1,435
-778
5421
$26K ﹤0.01%
+1,144
5422
$26K ﹤0.01%
1,330
-191
5423
$26K ﹤0.01%
+2,400
5424
$26K ﹤0.01%
106
-18
5425
$26K ﹤0.01%
5,210
+376