Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.08%
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 +$1.04B
2 +$907M
3 +$802M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$731M
5
PFG icon
Principal Financial Group
PFG
+$685M

Top Sells

1 +$11.2B
2 +$6.35B
3 +$1.36B
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.36B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.09B

Sector Composition

1 Technology 14.11%
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
5001
$477K ﹤0.01%
6,697
+4,057
5002
$475K ﹤0.01%
+15,234
5003
$475K ﹤0.01%
28,699
+12,041
5004
$474K ﹤0.01%
98,997
+71,297
5005
$473K ﹤0.01%
41,049
-3,385
5006
$473K ﹤0.01%
26,726
+7,354
5007
$472K ﹤0.01%
1,819
+1,182
5008
$472K ﹤0.01%
11,541
+1,367
5009
$472K ﹤0.01%
20,101
+2,456
5010
$471K ﹤0.01%
65,292
+889
5011
$471K ﹤0.01%
6,667
+280
5012
$471K ﹤0.01%
27,578
+4,034
5013
$471K ﹤0.01%
26,884
+4,933
5014
$471K ﹤0.01%
+26,319
5015
$470K ﹤0.01%
30,056
-13,511
5016
$470K ﹤0.01%
16,035
+12,388
5017
$470K ﹤0.01%
8,946
-1,498
5018
$469K ﹤0.01%
11,683
+9,198
5019
$467K ﹤0.01%
17,091
+16,258
5020
$467K ﹤0.01%
10,124
-2,502
5021
$467K ﹤0.01%
32,497
+11,916
5022
$466K ﹤0.01%
14,805
+14,342
5023
$466K ﹤0.01%
+48,147
5024
$466K ﹤0.01%
34,408
+18
5025
$465K ﹤0.01%
18,607
+18,277