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
5076
$437K ﹤0.01%
51,461
+35,363
5077
$434K ﹤0.01%
17,656
+2,450
5078
$434K ﹤0.01%
3,418
+1,849
5079
$434K ﹤0.01%
16,047
+14,635
5080
$434K ﹤0.01%
15,797
+3,112
5081
$433K ﹤0.01%
22,516
+208
5082
$433K ﹤0.01%
47,730
+35,560
5083
$432K ﹤0.01%
11,832
+6,485
5084
$432K ﹤0.01%
41,820
-1,010
5085
$432K ﹤0.01%
16,628
+3,642
5086
$431K ﹤0.01%
17,068
+6,940
5087
$431K ﹤0.01%
16,462
-824
5088
$431K ﹤0.01%
43,525
+1,000
5089
$430K ﹤0.01%
42,865
-2,540
5090
$427K ﹤0.01%
17,330
-5,855
5091
$427K ﹤0.01%
27,369
-240
5092
$426K ﹤0.01%
26,665
+9,788
5093
$424K ﹤0.01%
18,866
+1,120
5094
$424K ﹤0.01%
6,788
+1,514
5095
$423K ﹤0.01%
50,090
+7,029
5096
$422K ﹤0.01%
27,377
+21,049
5097
$421K ﹤0.01%
1,636
+1,137
5098
$421K ﹤0.01%
19,147
-18,989
5099
$418K ﹤0.01%
40,000
-426,351
5100
$417K ﹤0.01%
8,357
+4,891