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
5151
$386K ﹤0.01%
50,736
+50,409
5152
$386K ﹤0.01%
1,128
+1,017
5153
$386K ﹤0.01%
61,942
+25,928
5154
$386K ﹤0.01%
38,800
5155
$385K ﹤0.01%
13,693
+4,047
5156
$385K ﹤0.01%
61,888
-686,532
5157
$383K ﹤0.01%
4,729
-425
5158
$383K ﹤0.01%
+531
5159
$383K ﹤0.01%
9,578
+430
5160
$383K ﹤0.01%
30,224
+12,076
5161
$382K ﹤0.01%
26,671
-549
5162
$381K ﹤0.01%
39,883
-287,765
5163
$380K ﹤0.01%
18,946
-107,932
5164
$380K ﹤0.01%
1,900
5165
$380K ﹤0.01%
35,613
+21,294
5166
$378K ﹤0.01%
15,654
+1,856
5167
$378K ﹤0.01%
8,982
+5,743
5168
$378K ﹤0.01%
13,727
+3
5169
$377K ﹤0.01%
19,958
-41,440
5170
$377K ﹤0.01%
63,987
+33,044
5171
$376K ﹤0.01%
46,740
+23,683
5172
$376K ﹤0.01%
17,888
+6,965
5173
$375K ﹤0.01%
13,228
+5,735
5174
$375K ﹤0.01%
27,283
-1,070
5175
$375K ﹤0.01%
5,379
+4,077