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
4976
$492K ﹤0.01%
+6,590
4977
$492K ﹤0.01%
50,000
4978
$491K ﹤0.01%
36,592
+7,952
4979
$491K ﹤0.01%
48,147
+45,561
4980
$490K ﹤0.01%
16,622
+16,542
4981
$490K ﹤0.01%
50,000
4982
$489K ﹤0.01%
60,412
-5,115
4983
$488K ﹤0.01%
4,382
+439
4984
$488K ﹤0.01%
48,900
4985
$488K ﹤0.01%
44,220
-8,919
4986
$488K ﹤0.01%
50,000
4987
$488K ﹤0.01%
50,000
+49,850
4988
$487K ﹤0.01%
+20,000
4989
$486K ﹤0.01%
389
+316
4990
$486K ﹤0.01%
40,457
-228
4991
$486K ﹤0.01%
65,416
+7,104
4992
$486K ﹤0.01%
39,685
-24,101
4993
$486K ﹤0.01%
2,072
+1,326
4994
$485K ﹤0.01%
+500,000
4995
$485K ﹤0.01%
+50,000
4996
$484K ﹤0.01%
50,000
4997
$483K ﹤0.01%
33,187
-5,835
4998
$483K ﹤0.01%
73,765
+37,450
4999
$483K ﹤0.01%
4,694
-157
5000
$481K ﹤0.01%
12,728
+2,521