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
5251
$328K ﹤0.01%
1,969
+1,836
5252
$327K ﹤0.01%
20,999
+14,997
5253
$326K ﹤0.01%
8,800
-111
5254
$326K ﹤0.01%
8,677
+1,453
5255
$326K ﹤0.01%
50,222
-3,968
5256
$326K ﹤0.01%
10,673
+3,685
5257
$326K ﹤0.01%
+4,166
5258
$325K ﹤0.01%
+32,550
5259
$323K ﹤0.01%
22,881
-6,096
5260
$322K ﹤0.01%
36,031
+21,488
5261
$321K ﹤0.01%
6,345
-3,717
5262
$321K ﹤0.01%
48,983
+25,260
5263
$320K ﹤0.01%
3,400
+3,387
5264
$320K ﹤0.01%
10,490
-1,767
5265
$318K ﹤0.01%
+809
5266
$318K ﹤0.01%
11,907
+5,386
5267
$318K ﹤0.01%
19,873
+8,137
5268
$318K ﹤0.01%
12,033
-737
5269
$317K ﹤0.01%
61,785
+40,930
5270
$316K ﹤0.01%
59,125
+21,969
5271
$315K ﹤0.01%
5,920
+2,015
5272
$315K ﹤0.01%
82,765
+82,762
5273
$314K ﹤0.01%
25,460
+11,406
5274
$314K ﹤0.01%
+28,616
5275
$314K ﹤0.01%
30,231
+9,121