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
51
$3.19B 0.36%
76,622,549
+2,966,663
52
$3.16B 0.36%
9,757,026
+474,185
53
$3.14B 0.36%
43,963,199
-1,977,625
54
$3.11B 0.35%
5,720,803
-1,886
55
$3.07B 0.35%
15,610,624
+612,142
56
$3.07B 0.35%
16,837,658
-395,498
57
$3.04B 0.35%
12,297,393
+463,244
58
$2.89B 0.33%
10,600,110
+1,141,276
59
$2.86B 0.33%
67,073,053
-12,626,933
60
$2.85B 0.32%
72,693,228
+5,515,798
61
$2.84B 0.32%
33,978,954
+3,243,867
62
$2.79B 0.32%
12,435,303
-2,087,870
63
$2.76B 0.31%
68,032,080
-368,418
64
$2.69B 0.31%
59,458,790
+47,425
65
$2.67B 0.3%
16,562,268
-952,095
66
$2.64B 0.3%
24,329,951
+20,580
67
$2.63B 0.3%
12,344,570
-1,078,173
68
$2.55B 0.29%
25,071,602
+422,428
69
$2.53B 0.29%
4,156,640
-1,169,724
70
$2.49B 0.28%
13,201,433
+726,066
71
$2.41B 0.27%
26,881,728
+1,097,019
72
$2.37B 0.27%
75,377,221
-36,519,031
73
$2.36B 0.27%
43,422,853
-10,426,690
74
$2.31B 0.26%
13,693,573
+1,688,736
75
$2.25B 0.26%
4,658,373
+131,094
1 2
3
4 5