Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.08%
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 +$1.04B
2 +$907M
3 +$802M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$731M
5
PFG icon
Principal Financial Group
PFG
+$685M

Top Sells

1 +$11.2B
2 +$6.35B
3 +$1.36B
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.36B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.09B

Sector Composition

1 Technology 14.11%
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
3776
$2.02M ﹤0.01%
+208,086
3777
$2.02M ﹤0.01%
538,111
-193,984
3778
$2.02M ﹤0.01%
41,863
+7,463
3779
$2.01M ﹤0.01%
229,561
+11,078
3780
$2.01M ﹤0.01%
23,878
-7,495
3781
$2.01M ﹤0.01%
205,499
3782
$2M ﹤0.01%
+100,000
3783
$2M ﹤0.01%
74,565
-4,352
3784
$1.99M ﹤0.01%
118,246
-36,374
3785
$1.99M ﹤0.01%
59,616
+1,180
3786
$1.98M ﹤0.01%
83,723
+14,974
3787
$1.98M ﹤0.01%
203,385
3788
$1.98M ﹤0.01%
203,224
+53,950
3789
$1.98M ﹤0.01%
65,241
+3,823
3790
$1.98M ﹤0.01%
110,854
+8,942
3791
$1.98M ﹤0.01%
200,000
3792
$1.98M ﹤0.01%
868,076
-13,291
3793
$1.98M ﹤0.01%
+200,000
3794
$1.97M ﹤0.01%
480,628
+9,674
3795
$1.97M ﹤0.01%
37,610
+2,422
3796
$1.97M ﹤0.01%
277,320
+18,434
3797
$1.97M ﹤0.01%
256,060
-23,995
3798
$1.96M ﹤0.01%
248,005
+24,977
3799
$1.96M ﹤0.01%
49,309
+8,650
3800
$1.96M ﹤0.01%
458,357
-215,512