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
5751
$9K ﹤0.01%
1,000
-1,000
5752
0
5753
$8K ﹤0.01%
+6,130
5754
$8K ﹤0.01%
10
5755
$8K ﹤0.01%
2,450
5756
$8K ﹤0.01%
2,259
5757
$8K ﹤0.01%
1,109
+117
5758
$8K ﹤0.01%
258
5759
$8K ﹤0.01%
+125
5760
$8K ﹤0.01%
1,473
-16,758
5761
$8K ﹤0.01%
1,200
5762
$8K ﹤0.01%
+149
5763
$8K ﹤0.01%
419
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5764
$8K ﹤0.01%
1,128
-781
5765
$8K ﹤0.01%
4,101
-1,925
5766
$8K ﹤0.01%
6,830
-3,708
5767
$8K ﹤0.01%
2,244
-1,019
5768
$8K ﹤0.01%
542
-1,724
5769
$8K ﹤0.01%
23,514
+1,920
5770
$8K ﹤0.01%
+752
5771
$8K ﹤0.01%
1,025
-587
5772
$8K ﹤0.01%
321
+198
5773
$8K ﹤0.01%
72
5774
$8K ﹤0.01%
205
-82
5775
$8K ﹤0.01%
510
-2,153