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
5276
$313K ﹤0.01%
151,850
+137,393
5277
$313K ﹤0.01%
6,836
-40,749
5278
$312K ﹤0.01%
3,102
+987
5279
$312K ﹤0.01%
33,483
-172
5280
$311K ﹤0.01%
19,013
+9,480
5281
$311K ﹤0.01%
28,523
+4,612
5282
$311K ﹤0.01%
66,459
-26,198
5283
$309K ﹤0.01%
2,054
+1,144
5284
$309K ﹤0.01%
9,515
-16
5285
$308K ﹤0.01%
17,988
-62
5286
$308K ﹤0.01%
16,514
+15,536
5287
$308K ﹤0.01%
30,925
+30,924
5288
$307K ﹤0.01%
8,145
+3,366
5289
$307K ﹤0.01%
3,207
+1,535
5290
$307K ﹤0.01%
38,667
+2,993
5291
$307K ﹤0.01%
7,789
-1,246
5292
$307K ﹤0.01%
12,797
+9,313
5293
$307K ﹤0.01%
+30,703
5294
$306K ﹤0.01%
8,757
+8,507
5295
$305K ﹤0.01%
+30,900
5296
$304K ﹤0.01%
13,619
-1,155
5297
$303K ﹤0.01%
18,085
+2,929
5298
$302K ﹤0.01%
62,962
+22,134
5299
$302K ﹤0.01%
+41,097
5300
$302K ﹤0.01%
41,353
-82,676