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
4801
$614K ﹤0.01%
8,147
+3,296
4802
$612K ﹤0.01%
41,376
-8,881
4803
$611K ﹤0.01%
11,001
-4,844
4804
$611K ﹤0.01%
18,271
+6,333
4805
$611K ﹤0.01%
11,815
+2,112
4806
$608K ﹤0.01%
58,926
-14,476
4807
$607K ﹤0.01%
62,724
+21,268
4808
$606K ﹤0.01%
30,408
+9,276
4809
$606K ﹤0.01%
63,555
+29,788
4810
$606K ﹤0.01%
20,771
-54
4811
$606K ﹤0.01%
16,893
+666
4812
$604K ﹤0.01%
8,586
+1,722
4813
$603K ﹤0.01%
21,706
+360
4814
$603K ﹤0.01%
86,096
-40,001
4815
$603K ﹤0.01%
59,352
+790
4816
$599K ﹤0.01%
5,784
-727
4817
$597K ﹤0.01%
19,931
+18,871
4818
$597K ﹤0.01%
120,050
+37,337
4819
$597K ﹤0.01%
79,362
+43,028
4820
$597K ﹤0.01%
26,479
+13,562
4821
$596K ﹤0.01%
13,956
+3,250
4822
$596K ﹤0.01%
145,250
+3,605
4823
$594K ﹤0.01%
48,502
-47,402
4824
$594K ﹤0.01%
+25,000
4825
$594K ﹤0.01%
52,697
+24,770