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
5676
$11K ﹤0.01%
+500
5677
$11K ﹤0.01%
497
+179
5678
$11K ﹤0.01%
243
-247
5679
$11K ﹤0.01%
180
5680
$11K ﹤0.01%
+492
5681
$11K ﹤0.01%
404
5682
$11K ﹤0.01%
331
-2,692
5683
$11K ﹤0.01%
495
-88
5684
$11K ﹤0.01%
87
-536
5685
$11K ﹤0.01%
810
-552
5686
$11K ﹤0.01%
9,109
+9
5687
$11K ﹤0.01%
36
-19
5688
0
5689
$11K ﹤0.01%
+106
5690
$11K ﹤0.01%
602
+116
5691
$11K ﹤0.01%
192
-2,070
5692
$11K ﹤0.01%
255
5693
$11K ﹤0.01%
1,319
-322
5694
$11K ﹤0.01%
2,300
+1,800
5695
$11K ﹤0.01%
404
+392
5696
$11K ﹤0.01%
1,287
-994
5697
$11K ﹤0.01%
878
-485
5698
$10K ﹤0.01%
492
+348
5699
$10K ﹤0.01%
155
-1,477
5700
$10K ﹤0.01%
180
-322