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
4651
$765K ﹤0.01%
55,294
+4,178
4652
$765K ﹤0.01%
36,036
+7,308
4653
$764K ﹤0.01%
70,715
+7,518
4654
$762K ﹤0.01%
64,019
+50,716
4655
$762K ﹤0.01%
22,003
+3,795
4656
$761K ﹤0.01%
5,975
+1,876
4657
$761K ﹤0.01%
57,209
-11,309
4658
$760K ﹤0.01%
22,373
+7,605
4659
$760K ﹤0.01%
+17,877
4660
$758K ﹤0.01%
14,292
-33,318
4661
$758K ﹤0.01%
11,324
+488
4662
$757K ﹤0.01%
28,686
-7,089
4663
$757K ﹤0.01%
13,262
-454
4664
$755K ﹤0.01%
2,178
+2,032
4665
$754K ﹤0.01%
1,795
+680
4666
$754K ﹤0.01%
13,271
-1,003
4667
$753K ﹤0.01%
75,448
4668
$752K ﹤0.01%
419
+224
4669
$752K ﹤0.01%
77,074
4670
$750K ﹤0.01%
240,261
-53,429
4671
$749K ﹤0.01%
+8,600
4672
$749K ﹤0.01%
76,375
+34,200
4673
$749K ﹤0.01%
75,407
-1,046
4674
$747K ﹤0.01%
9,799
-1,061
4675
$746K ﹤0.01%
30,584
+4,594