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
76
$2.24B 0.26%
24,971,716
-2,669,457
77
$2.19B 0.25%
34,750,373
-340,393
78
$2.18B 0.25%
33,302,295
+20,283,538
79
$2.18B 0.25%
18,710,441
+8,342,180
80
$2.17B 0.25%
12,893,794
-1,119,028
81
$2.12B 0.24%
33,937,461
-2,835,344
82
$2.08B 0.24%
9,419,653
+1,268,901
83
$2.07B 0.24%
21,564,158
+437,646
84
$2.07B 0.24%
18,146,195
-1,811,371
85
$2.05B 0.23%
11,902,491
-873,356
86
$2.02B 0.23%
7,290,729
+738,962
87
$1.98B 0.23%
15,572,233
+416,665
88
$1.97B 0.22%
25,466,470
+1,535,970
89
$1.96B 0.22%
9,334,912
+1,771,616
90
$1.95B 0.22%
8,067,992
+21,579
91
$1.92B 0.22%
40,177,147
-3,521,391
92
$1.88B 0.21%
14,743,597
+623,419
93
$1.86B 0.21%
37,584,523
-1,922,971
94
$1.86B 0.21%
12,410,845
-3,877,720
95
$1.85B 0.21%
19,622,110
-7,854,336
96
$1.85B 0.21%
11,181,384
-932,805
97
$1.84B 0.21%
74,806,598
+20,134,842
98
$1.84B 0.21%
24,155,014
-1,592,879
99
$1.78B 0.2%
10,214,676
-345,419
100
$1.78B 0.2%
5,644,801
-153,144
2 3
4
5 6