Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.09%
 

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
+23.09%
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
5126
$397K ﹤0.01%
+19,177
5127
$396K ﹤0.01%
27,067
+15,589
5128
$395K ﹤0.01%
44,325
-138,000
5129
$394K ﹤0.01%
27,878
+11,360
5130
$394K ﹤0.01%
38,505
+19,884
5131
$393K ﹤0.01%
39,377
+30,189
5132
$393K ﹤0.01%
40,110
-50,000
5133
$393K ﹤0.01%
7,461
+2,522
5134
$392K ﹤0.01%
26,221
+2,676
5135
$392K ﹤0.01%
41,262
+4,719
5136
$392K ﹤0.01%
92,949
-627,898
5137
$391K ﹤0.01%
10,650
+9,131
5138
$391K ﹤0.01%
66,590
+4,730
5139
$391K ﹤0.01%
12,982
+798
5140
$391K ﹤0.01%
12,326
-2,150
5141
$391K ﹤0.01%
52,016
+32,367
5142
$391K ﹤0.01%
+22,842
5143
$390K ﹤0.01%
52,792
+4,741
5144
$390K ﹤0.01%
111,518
-3,561
5145
$389K ﹤0.01%
15,557
-50,456
5146
$389K ﹤0.01%
26,816
+26,005
5147
$389K ﹤0.01%
9,376
+2,478
5148
$387K ﹤0.01%
65,260
+30,433
5149
$387K ﹤0.01%
58,150
-6,562
5150
$387K ﹤0.01%
196