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
4601
$820K ﹤0.01%
25,979
+15,102
4602
$820K ﹤0.01%
137,625
+34,184
4603
$820K ﹤0.01%
83,970
+20,000
4604
$818K ﹤0.01%
32,506
+12,149
4605
$816K ﹤0.01%
31,558
+2,880
4606
$814K ﹤0.01%
45,986
+12,961
4607
$813K ﹤0.01%
37,649
+7,371
4608
$811K ﹤0.01%
50,394
-19,193
4609
$808K ﹤0.01%
105,917
+84,759
4610
$808K ﹤0.01%
61,932
+34,737
4611
$808K ﹤0.01%
22,615
+6,207
4612
$808K ﹤0.01%
50,550
-4,014
4613
$807K ﹤0.01%
20,027
-2,541
4614
$803K ﹤0.01%
31,131
+6,213
4615
$803K ﹤0.01%
23,856
+2,133
4616
$803K ﹤0.01%
+25,106
4617
$802K ﹤0.01%
24,144
-4,111
4618
$802K ﹤0.01%
8,313
+6,018
4619
$801K ﹤0.01%
16,354
+103
4620
$800K ﹤0.01%
16,183
+1,436
4621
$799K ﹤0.01%
66,214
+1,750
4622
$798K ﹤0.01%
81,611
4623
$797K ﹤0.01%
1,131
+561
4624
$793K ﹤0.01%
49,570
+31,741
4625
$792K ﹤0.01%
118,342
+50,009