Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.09%
 

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
+23.09%
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
5526
$18K ﹤0.01%
+7
5527
$18K ﹤0.01%
3,118
-291
5528
$18K ﹤0.01%
330
5529
$18K ﹤0.01%
2,381
+2,181
5530
$18K ﹤0.01%
11,501
-110,000
5531
$18K ﹤0.01%
+2,240
5532
$18K ﹤0.01%
2,018
-2,167
5533
$18K ﹤0.01%
580
+280
5534
$18K ﹤0.01%
3,200
5535
$18K ﹤0.01%
4,200
5536
$18K ﹤0.01%
218
-93
5537
$18K ﹤0.01%
577
-440
5538
$18K ﹤0.01%
451
-150
5539
$18K ﹤0.01%
69
5540
$18K ﹤0.01%
1,147
-242
5541
$18K ﹤0.01%
71
5542
$18K ﹤0.01%
+700
5543
$17K ﹤0.01%
11,502
+9,402
5544
$17K ﹤0.01%
109
-108
5545
$17K ﹤0.01%
+182
5546
$17K ﹤0.01%
343
-303
5547
$17K ﹤0.01%
2,815
+70
5548
$17K ﹤0.01%
3,047
-1,517
5549
$17K ﹤0.01%
2,698
-16,547
5550
$17K ﹤0.01%
215
-50