Bank of America

Bank of America Portfolio holdings

AUM $1.34T
1-Year Est. Return 19.29%
 

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
+19.29%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$928B
AUM Growth
+$38B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
8,083
New
Increased
Reduced
Closed

Top Buys

1 +$1.08B
2 +$901M
3 +$826M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$750M
5
PFG icon
Principal Financial Group
PFG
+$710M

Top Sells

1 +$11.6B
2 +$6.57B
3 +$1.43B
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.41B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.07B

Sector Composition

1 Technology 14.12%
2 Financials 7.8%
3 Healthcare 7.66%
4 Consumer Discretionary 6.31%
5 Industrials 5.96%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2726
$7.34M ﹤0.01%
154,567
+30,181
2727
$7.33M ﹤0.01%
458,785
+406,459
2728
$7.33M ﹤0.01%
143,468
+59,524
2729
$7.32M ﹤0.01%
41,027
+8,305
2730
$7.3M ﹤0.01%
83,632
+22,733
2731
$7.3M ﹤0.01%
459,223
+25,221
2732
$7.29M ﹤0.01%
410,009
-974,739
2733
$7.29M ﹤0.01%
194,208
+6,868
2734
$7.26M ﹤0.01%
134,244
+6,482
2735
$7.25M ﹤0.01%
272,945
-29,983
2736
$7.24M ﹤0.01%
52,645
-14,689
2737
$7.23M ﹤0.01%
100,410
+83,100
2738
$7.22M ﹤0.01%
619,380
+216,160
2739
$7.22M ﹤0.01%
252,887
+8,580
2740
$7.21M ﹤0.01%
66,988
+20,414
2741
$7.21M ﹤0.01%
94,104
-6,588
2742
$7.18M ﹤0.01%
389,324
-3,100
2743
$7.18M ﹤0.01%
380,888
+2,320
2744
$7.17M ﹤0.01%
80,105
+4,977
2745
$7.17M ﹤0.01%
309,644
+93,031
2746
$7.16M ﹤0.01%
95,627
+22,335
2747
$7.12M ﹤0.01%
109,918
+14,466
2748
$7.12M ﹤0.01%
179,119
-39,262
2749
$7.11M ﹤0.01%
617,466
+171,002
2750
$7.1M ﹤0.01%
304,171
+13,213