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
5801
$7K ﹤0.01%
17,009
-178
5802
$7K ﹤0.01%
+414
5803
$7K ﹤0.01%
500
5804
$7K ﹤0.01%
672
-1,785
5805
$7K ﹤0.01%
+291
5806
$7K ﹤0.01%
3,900
+2,400
5807
$7K ﹤0.01%
645
-269
5808
$7K ﹤0.01%
559
-845
5809
$7K ﹤0.01%
150
5810
$7K ﹤0.01%
1,117
5811
$7K ﹤0.01%
1,600
5812
$7K ﹤0.01%
+84
5813
$7K ﹤0.01%
898
-713
5814
$6K ﹤0.01%
+179
5815
$6K ﹤0.01%
1,208
-7,892
5816
$6K ﹤0.01%
9
-95
5817
$6K ﹤0.01%
556
5818
$6K ﹤0.01%
+9
5819
$6K ﹤0.01%
765
-577
5820
$6K ﹤0.01%
6,600
5821
$6K ﹤0.01%
198
+196
5822
$6K ﹤0.01%
4,106
-914
5823
$6K ﹤0.01%
+250
5824
-153,059
5825
$6K ﹤0.01%
2,578