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
5026
$464K ﹤0.01%
20,263
+3,902
5027
$464K ﹤0.01%
4,744
+4,232
5028
$463K ﹤0.01%
18,061
+15,249
5029
$462K ﹤0.01%
24,567
-199,245
5030
$462K ﹤0.01%
2,843
+1,322
5031
$462K ﹤0.01%
36,655
+18,009
5032
$461K ﹤0.01%
120,661
+114,561
5033
$461K ﹤0.01%
8,866
+5,637
5034
$459K ﹤0.01%
42,214
+20,635
5035
$459K ﹤0.01%
9,763
+2,547
5036
$459K ﹤0.01%
37,474
-78,603
5037
$459K ﹤0.01%
76,890
+67,418
5038
$458K ﹤0.01%
20,013
+8,033
5039
$458K ﹤0.01%
6,605
+3,853
5040
$458K ﹤0.01%
5,506
-27,264
5041
$458K ﹤0.01%
136,110
+133,301
5042
$457K ﹤0.01%
19,863
-12,886
5043
$457K ﹤0.01%
48,300
+19,201
5044
$456K ﹤0.01%
71,921
-10,663
5045
$455K ﹤0.01%
74,329
+45,900
5046
$455K ﹤0.01%
+125,917
5047
$454K ﹤0.01%
14,139
+7,089
5048
$454K ﹤0.01%
24,322
+681
5049
$454K ﹤0.01%
51,187
+23,997
5050
$454K ﹤0.01%
4,996
-112