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
5601
$14K ﹤0.01%
2,259
-419
5602
$14K ﹤0.01%
204
-22
5603
$14K ﹤0.01%
1,235
-1,846
5604
$14K ﹤0.01%
581
+160
5605
$14K ﹤0.01%
5,500
-5,517
5606
$14K ﹤0.01%
+87
5607
$14K ﹤0.01%
376
-244
5608
$14K ﹤0.01%
751
-6,524
5609
$14K ﹤0.01%
469
-943
5610
$14K ﹤0.01%
2,405
5611
$14K ﹤0.01%
1,163
-137
5612
$14K ﹤0.01%
434
+4
5613
$14K ﹤0.01%
1,246
-3,338
5614
$14K ﹤0.01%
+875
5615
$14K ﹤0.01%
+6,573
5616
$14K ﹤0.01%
1,012
+700
5617
$14K ﹤0.01%
+2,000
5618
$14K ﹤0.01%
1,287
-852
5619
$13K ﹤0.01%
325
-221
5620
$13K ﹤0.01%
1,111
+916
5621
$13K ﹤0.01%
15,024
-16,144
5622
$13K ﹤0.01%
791
-243
5623
$13K ﹤0.01%
11,348
5624
$13K ﹤0.01%
1,329
+21
5625
$13K ﹤0.01%
1,227
-3,041