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
5426
$26K ﹤0.01%
7
+2
5427
$26K ﹤0.01%
20,000
5428
$26K ﹤0.01%
771
-671
5429
$26K ﹤0.01%
6,879
+6,153
5430
$26K ﹤0.01%
6,612
+1,529
5431
$26K ﹤0.01%
2,225
-547
5432
$25K ﹤0.01%
4,000
5433
$25K ﹤0.01%
642
+42
5434
$25K ﹤0.01%
3,554
-21,668
5435
$25K ﹤0.01%
3,511
-2,308
5436
$25K ﹤0.01%
1,277
-7,141
5437
$25K ﹤0.01%
19,103
5438
$25K ﹤0.01%
2,000
-2,315
5439
$25K ﹤0.01%
1,230
+230
5440
$25K ﹤0.01%
892
+49
5441
$25K ﹤0.01%
5,773
-86,064
5442
$25K ﹤0.01%
1,465
-403
5443
$25K ﹤0.01%
2,635
-8,608
5444
$24K ﹤0.01%
+5,188
5445
$24K ﹤0.01%
2,002
+248
5446
$24K ﹤0.01%
3,000
5447
$24K ﹤0.01%
7,300
5448
$24K ﹤0.01%
1,000
5449
$24K ﹤0.01%
230
-34
5450
$24K ﹤0.01%
3,516
-900