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
4551
$885K ﹤0.01%
40,114
-4,288
4552
$882K ﹤0.01%
60,658
+38,506
4553
$881K ﹤0.01%
27,538
+18,200
4554
$879K ﹤0.01%
64,713
+416
4555
$879K ﹤0.01%
21,059
-319
4556
$874K ﹤0.01%
56,834
+377
4557
$874K ﹤0.01%
27,548
+7,474
4558
$870K ﹤0.01%
87,499
+7,399
4559
$869K ﹤0.01%
24,140
-970
4560
$868K ﹤0.01%
234,192
+172,149
4561
$867K ﹤0.01%
+35,903
4562
$859K ﹤0.01%
43,768
+34,504
4563
$859K ﹤0.01%
472,100
-363,676
4564
$857K ﹤0.01%
41,629
-31,063
4565
$857K ﹤0.01%
26,592
+606
4566
$857K ﹤0.01%
14,763
-1,767
4567
$857K ﹤0.01%
36,778
+10,814
4568
$856K ﹤0.01%
+44,354
4569
$856K ﹤0.01%
26,143
+20,947
4570
$854K ﹤0.01%
39,468
+874
4571
$853K ﹤0.01%
69,810
-140
4572
$852K ﹤0.01%
22,908
+2,839
4573
$852K ﹤0.01%
76,597
-30,273
4574
$852K ﹤0.01%
12,858
-7,825
4575
$851K ﹤0.01%
23,114
+2,171