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
5801
$7K ﹤0.01%
17,009
-178
5802
$7K ﹤0.01%
+414
5803
$7K ﹤0.01%
672
-1,785
5804
$7K ﹤0.01%
+291
5805
$7K ﹤0.01%
3,900
+2,400
5806
$7K ﹤0.01%
645
-269
5807
$7K ﹤0.01%
559
-845
5808
$7K ﹤0.01%
150
5809
$7K ﹤0.01%
1,117
5810
$7K ﹤0.01%
1,600
5811
$7K ﹤0.01%
+84
5812
$7K ﹤0.01%
898
-713
5813
$7K ﹤0.01%
500
5814
$6K ﹤0.01%
+179
5815
$6K ﹤0.01%
1,208
-7,892
5816
$6K ﹤0.01%
9
-95
5817
-153,059
5818
$6K ﹤0.01%
2,578
5819
$6K ﹤0.01%
2,697
-13,654
5820
$6K ﹤0.01%
1,376
+1
5821
$6K ﹤0.01%
+387
5822
$6K ﹤0.01%
140
5823
$6K ﹤0.01%
556
5824
$6K ﹤0.01%
919
+299
5825
$6K ﹤0.01%
339
-2,220