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
5901
$4K ﹤0.01%
142
-76
5902
$4K ﹤0.01%
409
-278
5903
$4K ﹤0.01%
387
+262
5904
-649
5905
$4K ﹤0.01%
1,780
5906
$4K ﹤0.01%
+508
5907
$4K ﹤0.01%
+152
5908
$4K ﹤0.01%
2,317
+1,317
5909
$4K ﹤0.01%
1,293
-2,999
5910
$4K ﹤0.01%
1,092
+415
5911
$4K ﹤0.01%
523
+317
5912
$4K ﹤0.01%
115
5913
$3K ﹤0.01%
+167
5914
$3K ﹤0.01%
45
5915
$3K ﹤0.01%
412
5916
$3K ﹤0.01%
+129
5917
$3K ﹤0.01%
+110
5918
$3K ﹤0.01%
+885
5919
$3K ﹤0.01%
211
-144
5920
$3K ﹤0.01%
200
5921
$3K ﹤0.01%
+26
5922
$3K ﹤0.01%
140
-360
5923
$3K ﹤0.01%
200
5924
$3K ﹤0.01%
+500
5925
$3K ﹤0.01%
61
-108