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
5101
$417K ﹤0.01%
69,060
+25,780
5102
$417K ﹤0.01%
2,730
+645
5103
$417K ﹤0.01%
11,895
+4,533
5104
$416K ﹤0.01%
15,136
-534
5105
$415K ﹤0.01%
42,300
5106
$415K ﹤0.01%
14,449
-4,149
5107
$414K ﹤0.01%
3,014
+1,234
5108
$414K ﹤0.01%
20,835
-2,895
5109
$413K ﹤0.01%
+24,697
5110
$413K ﹤0.01%
21,564
-22,951
5111
$413K ﹤0.01%
38,569
-1,436
5112
$412K ﹤0.01%
51,341
+492
5113
$412K ﹤0.01%
13,150
-366,850
5114
$411K ﹤0.01%
90,561
+36,085
5115
$409K ﹤0.01%
25,544
-11,683
5116
$407K ﹤0.01%
2,157
+472
5117
$405K ﹤0.01%
14,784
+5,198
5118
$405K ﹤0.01%
40,724
+406
5119
$402K ﹤0.01%
16,626
-34,738
5120
$402K ﹤0.01%
15,186
+6,133
5121
$402K ﹤0.01%
37,504
+15,040
5122
$399K ﹤0.01%
49,047
-456
5123
$399K ﹤0.01%
131,942
+99,411
5124
$398K ﹤0.01%
258,255
+47,504
5125
$398K ﹤0.01%
7,087
+627