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
4951
$504K ﹤0.01%
8,439
+1,376
4952
$504K ﹤0.01%
+51,399
4953
$503K ﹤0.01%
12,605
-161
4954
$503K ﹤0.01%
10,717
-40,316
4955
$502K ﹤0.01%
19,196
+3,112
4956
$502K ﹤0.01%
72,432
-36,758
4957
$502K ﹤0.01%
5,229
-133
4958
$500K ﹤0.01%
50,000
4959
$499K ﹤0.01%
18,186
-67,860
4960
$499K ﹤0.01%
+518
4961
$499K ﹤0.01%
28,625
+1,370
4962
$499K ﹤0.01%
4,801
+2,776
4963
$499K ﹤0.01%
+117,027
4964
$498K ﹤0.01%
17,998
+10,729
4965
$498K ﹤0.01%
11,069
-1,160
4966
$498K ﹤0.01%
10,388
+1,179
4967
$498K ﹤0.01%
50,000
4968
$496K ﹤0.01%
+50,000
4969
$496K ﹤0.01%
4,869
-6,417
4970
$496K ﹤0.01%
50,986
+900
4971
$496K ﹤0.01%
50,050
+300
4972
$495K ﹤0.01%
27,964
+20,496
4973
$495K ﹤0.01%
18,704
-2,900
4974
$493K ﹤0.01%
15,210
+4,400
4975
$493K ﹤0.01%
+2,500