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
5051
$453K ﹤0.01%
29,388
+13,190
5052
$453K ﹤0.01%
10,977
+352
5053
$451K ﹤0.01%
17,650
+7,051
5054
$451K ﹤0.01%
49,753
+23,102
5055
$450K ﹤0.01%
17,754
+6,618
5056
$450K ﹤0.01%
2,749
+59
5057
$448K ﹤0.01%
9,733
-4,768
5058
$448K ﹤0.01%
29,049
+19,785
5059
$448K ﹤0.01%
7,694
-1,361
5060
$448K ﹤0.01%
14,444
+7,619
5061
$448K ﹤0.01%
8,523
-26,530
5062
$447K ﹤0.01%
+8,831
5063
$447K ﹤0.01%
19,691
-19,304
5064
$444K ﹤0.01%
16,104
+10,176
5065
$443K ﹤0.01%
7,003
+649
5066
$443K ﹤0.01%
11,192
-15,206
5067
$443K ﹤0.01%
6,517
+4,567
5068
$442K ﹤0.01%
4,630
-680
5069
$442K ﹤0.01%
31,039
+2,584
5070
$441K ﹤0.01%
78,700
+73,085
5071
$440K ﹤0.01%
28,786
+26,046
5072
$439K ﹤0.01%
40,356
+7,864
5073
$439K ﹤0.01%
21,499
+10,207
5074
$438K ﹤0.01%
10,362
+872
5075
$438K ﹤0.01%
6,066
-2,354