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
4401
$1M ﹤0.01%
+100,000
4402
$1M ﹤0.01%
+100,000
4403
$1M ﹤0.01%
67,540
-3,530
4404
$1M ﹤0.01%
+100,000
4405
$1M ﹤0.01%
+100,000
4406
$1M ﹤0.01%
+100,000
4407
$999K ﹤0.01%
17,557
-46,969
4408
$999K ﹤0.01%
37,494
+28,861
4409
$997K ﹤0.01%
48,663
+13,188
4410
$996K ﹤0.01%
23
4411
$995K ﹤0.01%
+100,000
4412
$995K ﹤0.01%
+100,000
4413
$994K ﹤0.01%
31,823
-34,149
4414
$994K ﹤0.01%
101,984
+1,985
4415
$993K ﹤0.01%
102,448
-209,986
4416
$992K ﹤0.01%
82,772
+52,961
4417
$992K ﹤0.01%
+100,000
4418
$992K ﹤0.01%
+100,000
4419
$992K ﹤0.01%
+100,000
4420
$992K ﹤0.01%
54,718
-3,131
4421
$991K ﹤0.01%
65,665
-6,908
4422
$991K ﹤0.01%
+100,000
4423
$991K ﹤0.01%
+25,000
4424
$991K ﹤0.01%
100,000
4425
$991K ﹤0.01%
+100,000