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
4751
$669K ﹤0.01%
41,915
+207
4752
$667K ﹤0.01%
41,653
+27,985
4753
$667K ﹤0.01%
1,800
+995
4754
$665K ﹤0.01%
2,669
+989
4755
$665K ﹤0.01%
20,322
-1,466
4756
$664K ﹤0.01%
19,628
+6,170
4757
$663K ﹤0.01%
24,999
-5,016
4758
$662K ﹤0.01%
34,746
+34,275
4759
$662K ﹤0.01%
28,605
+4,948
4760
$661K ﹤0.01%
26,168
-59,460
4761
$658K ﹤0.01%
+38,216
4762
$658K ﹤0.01%
603
-3,333
4763
$657K ﹤0.01%
15,348
+7,031
4764
$657K ﹤0.01%
11,430
+5,130
4765
$657K ﹤0.01%
25,094
+11,522
4766
$657K ﹤0.01%
12,728
-2,099
4767
$656K ﹤0.01%
49,211
-300
4768
$656K ﹤0.01%
3,465
+1,534
4769
$656K ﹤0.01%
144,433
+52,812
4770
$652K ﹤0.01%
53,464
+27,114
4771
$652K ﹤0.01%
41,126
+13,343
4772
$651K ﹤0.01%
43,332
+9,105
4773
$651K ﹤0.01%
32,978
+8,931
4774
$647K ﹤0.01%
7,658
+4,790
4775
$645K ﹤0.01%
49,497
+5,711