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
4776
$644K ﹤0.01%
11,543
-4,897
4777
$641K ﹤0.01%
72,759
-20,556
4778
$641K ﹤0.01%
22,301
+9,558
4779
$639K ﹤0.01%
6,743
+6,688
4780
$638K ﹤0.01%
23,557
-37,023
4781
$638K ﹤0.01%
12,061
-573
4782
$637K ﹤0.01%
37,582
-5,605
4783
$636K ﹤0.01%
65,574
+27,778
4784
$636K ﹤0.01%
6,389
+3,064
4785
$636K ﹤0.01%
64,620
+14,720
4786
$634K ﹤0.01%
19,787
+2,442
4787
$634K ﹤0.01%
15,150
-601
4788
$631K ﹤0.01%
20,931
+984
4789
$631K ﹤0.01%
50,110
+7,126
4790
$631K ﹤0.01%
49,336
-7,863
4791
$630K ﹤0.01%
117,878
-131,009
4792
$630K ﹤0.01%
37,042
+4,198
4793
$630K ﹤0.01%
39,456
-5,128
4794
$622K ﹤0.01%
142,416
+84,947
4795
$621K ﹤0.01%
243,349
-82,514
4796
$619K ﹤0.01%
35,166
+13,673
4797
$618K ﹤0.01%
23,651
+2,711
4798
$618K ﹤0.01%
8,660
-110,990
4799
$618K ﹤0.01%
10,223
+9,426
4800
$617K ﹤0.01%
23,849
-4,053