Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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 Quarter Est. Return
1 Year Est. Return
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$815B
AUM Growth
-$132B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,874
New
Increased
Reduced
Closed

Top Buys

1 +$1.52B
2 +$1.42B
3 +$1.33B
4
PG icon
Procter & Gamble
PG
+$1.12B
5
MSFT icon
Microsoft
MSFT
+$984M

Top Sells

1 +$6.46B
2 +$1.55B
3 +$1.15B
4
DIS icon
Walt Disney
DIS
+$741M
5
TFC icon
Truist Financial
TFC
+$725M

Sector Composition

1 Technology 12.45%
2 Healthcare 8.42%
3 Financials 7.97%
4 Industrials 5.68%
5 Consumer Discretionary 5.28%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
7026
-440,120
7027
$0 ﹤0.01%
25
+1
7028
-572,442
7029
-920,762
7030
-87,202
7031
$0 ﹤0.01%
22
-136
7032
-83,124
7033
-648
7034
-110,600
7035
-700,000
7036
-209,030
7037
-1,137,611
7038
-281,722
7039
-87,941
7040
-15,230
7041
-16,228
7042
-6,047
7043
-366,450
7044
-457,088
7045
-311,971
7046
-1,410,203
7047
-19,400
7048
-1,306,649
7049
-290,298
7050
-57,363