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
4426
$990K ﹤0.01%
62,542
-29,734
4427
$990K ﹤0.01%
+100,000
4428
$990K ﹤0.01%
+100,000
4429
$989K ﹤0.01%
97,603
+8,308
4430
$989K ﹤0.01%
39,663
+8,136
4431
$989K ﹤0.01%
104,943
+30,354
4432
$987K ﹤0.01%
162,188
+82,053
4433
$987K ﹤0.01%
+100,000
4434
$987K ﹤0.01%
17,631
-185
4435
$986K ﹤0.01%
5,076
+3,643
4436
$986K ﹤0.01%
100,999
-100,000
4437
$986K ﹤0.01%
253,666
+41,706
4438
$986K ﹤0.01%
+100,000
4439
$985K ﹤0.01%
99,999
4440
$985K ﹤0.01%
+100,000
4441
$985K ﹤0.01%
101,000
4442
$984K ﹤0.01%
+100,000
4443
$984K ﹤0.01%
19,026
-159
4444
$983K ﹤0.01%
+10,000
4445
$983K ﹤0.01%
+100,000
4446
$982K ﹤0.01%
+100,000
4447
$981K ﹤0.01%
40,202
+17,511
4448
$981K ﹤0.01%
824,283
4449
$980K ﹤0.01%
100,000
4450
$980K ﹤0.01%
93,401
+79,417