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
4701
$720K ﹤0.01%
7,288
+487
4702
$720K ﹤0.01%
22,646
+20,815
4703
$720K ﹤0.01%
15,832
-7,188
4704
$719K ﹤0.01%
23,110
+20,583
4705
$719K ﹤0.01%
73,700
4706
$718K ﹤0.01%
10,682
-83
4707
$718K ﹤0.01%
42,169
-1,564
4708
$718K ﹤0.01%
14,844
+2,502
4709
$718K ﹤0.01%
61,646
+28,969
4710
$718K ﹤0.01%
14,417
+7,926
4711
$714K ﹤0.01%
20,879
-1,512
4712
$712K ﹤0.01%
30,293
-25,489
4713
$710K ﹤0.01%
16,798
-6,418
4714
$710K ﹤0.01%
53,763
+4,459
4715
$706K ﹤0.01%
418,170
+27,011
4716
$706K ﹤0.01%
72,735
4717
$702K ﹤0.01%
80,988
+49,940
4718
$700K ﹤0.01%
19,188
-5,669
4719
$700K ﹤0.01%
49,254
+3,736
4720
$700K ﹤0.01%
13,784
+5,976
4721
$699K ﹤0.01%
69,191
-162,469
4722
$699K ﹤0.01%
195,823
+52,213
4723
$697K ﹤0.01%
11,342
-15,112
4724
$697K ﹤0.01%
15,048
+5,695
4725
$697K ﹤0.01%
12,561
+6