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
101
$1.75B 0.2%
12,397,531
+835,403
102
$1.74B 0.2%
36,632,732
-15,295,878
103
$1.72B 0.2%
13,674,969
-543,529
104
$1.72B 0.2%
7,070,390
-114,741
105
$1.71B 0.19%
16,104,770
+117,929
106
$1.71B 0.19%
14,533,450
+2,679,003
107
$1.69B 0.19%
18,244,881
+741,541
108
$1.66B 0.19%
4,535,751
-766,661
109
$1.64B 0.19%
21,512,569
+1,117,112
110
$1.62B 0.18%
22,506,128
+4,093,051
111
$1.62B 0.18%
7,227,990
+1,342,200
112
$1.58B 0.18%
18,069,710
-791,339
113
$1.56B 0.18%
65,419,321
+13,611,739
114
$1.56B 0.18%
22,799,891
+1,965,638
115
$1.54B 0.17%
6,009,451
-109,703
116
$1.53B 0.17%
3,560,153
+34,412
117
$1.53B 0.17%
6,361,567
+157,492
118
$1.53B 0.17%
30,011,843
+3,043,965
119
$1.51B 0.17%
3,148,284
+60,553
120
$1.5B 0.17%
21,299,520
+882,641
121
$1.47B 0.17%
23,686,280
+673,434
122
$1.46B 0.17%
14,773,884
+709,258
123
$1.44B 0.16%
18,154,113
-701,852
124
$1.43B 0.16%
17,095,225
+810,585
125
$1.43B 0.16%
9,090,192
+1,502,337
3 4
5
6 7