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
5776
$8K ﹤0.01%
2,244
-1,019
5777
$8K ﹤0.01%
542
-1,724
5778
$8K ﹤0.01%
23,514
+1,920
5779
$8K ﹤0.01%
+752
5780
$8K ﹤0.01%
1,025
-587
5781
$8K ﹤0.01%
321
+198
5782
$8K ﹤0.01%
72
5783
$8K ﹤0.01%
19
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5784
$8K ﹤0.01%
1,141
+329
5785
$8K ﹤0.01%
+2
5786
$7K ﹤0.01%
550
-100
5787
$7K ﹤0.01%
2,759
-1,924
5788
$7K ﹤0.01%
15,950
-12,250
5789
$7K ﹤0.01%
546
-71
5790
$7K ﹤0.01%
2,970
5791
$7K ﹤0.01%
3,203
-3,966
5792
$7K ﹤0.01%
2,000
5793
$7K ﹤0.01%
1,100
+1,000
5794
$7K ﹤0.01%
186
-129
5795
$7K ﹤0.01%
5,965
5796
$7K ﹤0.01%
+484
5797
$7K ﹤0.01%
6,870
+6,850
5798
$7K ﹤0.01%
2,944
+2,942
5799
$7K ﹤0.01%
1,089
-442
5800
$7K ﹤0.01%
3,338