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
4476
$968K ﹤0.01%
25,019
+13,734
4477
$968K ﹤0.01%
25,612
-226,652
4478
$968K ﹤0.01%
+100,000
4479
$967K ﹤0.01%
24,408
+5,784
4480
$967K ﹤0.01%
63,312
-25,773
4481
$962K ﹤0.01%
+100,000
4482
$962K ﹤0.01%
+100,000
4483
$959K ﹤0.01%
82,273
+21,991
4484
$958K ﹤0.01%
23,461
-1,985
4485
$958K ﹤0.01%
36,438
+12,828
4486
$955K ﹤0.01%
50,977
+228
4487
$955K ﹤0.01%
98,027
+20,000
4488
$952K ﹤0.01%
163,375
+120,643
4489
$951K ﹤0.01%
57,347
+14,583
4490
$951K ﹤0.01%
32,487
+2,061
4491
$950K ﹤0.01%
213,120
+212,620
4492
$949K ﹤0.01%
127,355
+74,748
4493
$949K ﹤0.01%
40,592
-69,790
4494
$949K ﹤0.01%
125,000
4495
$947K ﹤0.01%
96,077
4496
$946K ﹤0.01%
27,407
-200
4497
$942K ﹤0.01%
159,076
-77,962
4498
$941K ﹤0.01%
54,216
-154,739
4499
$940K ﹤0.01%
41,198
+15,480
4500
$940K ﹤0.01%
47,227
+7,796