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
5176
$374K ﹤0.01%
14,624
+9,595
5177
$374K ﹤0.01%
17,182
+1,121
5178
$373K ﹤0.01%
47,395
+45,628
5179
$372K ﹤0.01%
49,637
-19,378
5180
$372K ﹤0.01%
15,720
+14,343
5181
$372K ﹤0.01%
7,648
+400
5182
$371K ﹤0.01%
1,108
+884
5183
$370K ﹤0.01%
13,305
+11,149
5184
$368K ﹤0.01%
9,542
-2,855
5185
$368K ﹤0.01%
9,233
-5,808
5186
$368K ﹤0.01%
8,710
+977
5187
$368K ﹤0.01%
34,394
+200
5188
$367K ﹤0.01%
24,148
+6,282
5189
$366K ﹤0.01%
1,677
-533
5190
$365K ﹤0.01%
11,604
+3,158
5191
$364K ﹤0.01%
12,667
+3,604
5192
$362K ﹤0.01%
12,086
+1,798
5193
$361K ﹤0.01%
85,522
+34,683
5194
$361K ﹤0.01%
27,349
+6,627
5195
$361K ﹤0.01%
26,543
+26,534
5196
$361K ﹤0.01%
12,238
+7,865
5197
$361K ﹤0.01%
25,367
+7,345
5198
$360K ﹤0.01%
91,849
-47,154
5199
$360K ﹤0.01%
10,756
+4,391
5200
0