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
2801
$6.7M ﹤0.01%
301,001
-79,493
2802
$6.7M ﹤0.01%
160,059
-158,504
2803
$6.69M ﹤0.01%
112,135
+39,364
2804
$6.69M ﹤0.01%
3,448,031
-3,184,426
2805
$6.68M ﹤0.01%
123,994
-6,256
2806
$6.68M ﹤0.01%
217,280
+22,257
2807
$6.67M ﹤0.01%
441,311
-9,006
2808
$6.65M ﹤0.01%
146,469
-6,656
2809
$6.64M ﹤0.01%
122,206
-74,389
2810
$6.62M ﹤0.01%
124,379
+4,329
2811
$6.59M ﹤0.01%
36,103
+10,570
2812
$6.58M ﹤0.01%
74,201
-8,801
2813
$6.56M ﹤0.01%
165,439
-1,385
2814
$6.56M ﹤0.01%
217,950
+197,192
2815
$6.56M ﹤0.01%
130,390
+6,574
2816
$6.55M ﹤0.01%
659,412
+12,092
2817
$6.54M ﹤0.01%
255,776
+20,481
2818
$6.54M ﹤0.01%
121,307
-12,446
2819
$6.53M ﹤0.01%
232,888
+44,640
2820
$6.52M ﹤0.01%
125,885
+2,209
2821
$6.52M ﹤0.01%
142,574
-178,982
2822
$6.52M ﹤0.01%
126,168
-8,571
2823
$6.51M ﹤0.01%
+648,715
2824
$6.49M ﹤0.01%
308,249
+105,524
2825
$6.48M ﹤0.01%
173,762
-3,081