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
5701
$10K ﹤0.01%
+1,339
5702
$10K ﹤0.01%
733
-514
5703
$10K ﹤0.01%
1,401
-1,258
5704
$10K ﹤0.01%
1,525
-1,137
5705
$10K ﹤0.01%
+57
5706
$10K ﹤0.01%
1,000
5707
$10K ﹤0.01%
378
-1,197
5708
$10K ﹤0.01%
1,101
-556
5709
$10K ﹤0.01%
7,773
-4,269
5710
$10K ﹤0.01%
6,331
-1
5711
$10K ﹤0.01%
350
+316
5712
$10K ﹤0.01%
3,225
-8,247
5713
$10K ﹤0.01%
+1,000
5714
$10K ﹤0.01%
250
5715
$10K ﹤0.01%
1,812
-1,012
5716
$10K ﹤0.01%
618
+368
5717
$10K ﹤0.01%
150
5718
$10K ﹤0.01%
6,047
+953
5719
$10K ﹤0.01%
2,200
-1,000
5720
$10K ﹤0.01%
474
+290
5721
$9K ﹤0.01%
2,299
+2,194
5722
$9K ﹤0.01%
+83
5723
$9K ﹤0.01%
+53
5724
$9K ﹤0.01%
511
-1,323
5725
$9K ﹤0.01%
+206