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
4451
$979K ﹤0.01%
99,146
4452
$978K ﹤0.01%
+100,000
4453
$978K ﹤0.01%
+100,000
4454
$978K ﹤0.01%
100,000
4455
$977K ﹤0.01%
78,482
+71,387
4456
$977K ﹤0.01%
57,700
-1,091
4457
$977K ﹤0.01%
+101,000
4458
$977K ﹤0.01%
+100,000
4459
$976K ﹤0.01%
+100,000
4460
$976K ﹤0.01%
100,557
-100,000
4461
$976K ﹤0.01%
100,000
4462
$976K ﹤0.01%
97,493
4463
$975K ﹤0.01%
83,251
+2,093
4464
$975K ﹤0.01%
99,996
4465
$974K ﹤0.01%
33,651
+4,550
4466
$974K ﹤0.01%
23,897
-4,933
4467
$972K ﹤0.01%
+2,842
4468
$972K ﹤0.01%
100,000
4469
$972K ﹤0.01%
+100,000
4470
$971K ﹤0.01%
70,252
-6,014
4471
$970K ﹤0.01%
33,465
+15,864
4472
$970K ﹤0.01%
100,000
4473
$970K ﹤0.01%
100,000
4474
$970K ﹤0.01%
100,000
4475
$969K ﹤0.01%
+100,000