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
5326
$288K ﹤0.01%
2,946
+1,910
5327
$288K ﹤0.01%
7,438
+1,401
5328
$288K ﹤0.01%
8,203
+3
5329
$287K ﹤0.01%
4,185
+10
5330
$287K ﹤0.01%
12,303
-10,072
5331
$286K ﹤0.01%
10,104
+5,653
5332
$286K ﹤0.01%
4,868
+3,022
5333
$286K ﹤0.01%
32,913
-27,974
5334
$285K ﹤0.01%
25,646
-19,199
5335
0
5336
$285K ﹤0.01%
2,852
+1,412
5337
$285K ﹤0.01%
18,292
+1,930
5338
$284K ﹤0.01%
16,031
+8,168
5339
$284K ﹤0.01%
52,196
+27,538
5340
$284K ﹤0.01%
54,341
+17,368
5341
$284K ﹤0.01%
23,366
5342
$283K ﹤0.01%
26,520
-1,323
5343
$282K ﹤0.01%
5,399
-10,220
5344
$282K ﹤0.01%
18,791
+9,235
5345
$282K ﹤0.01%
3,296
+1,509
5346
$280K ﹤0.01%
7,784
5347
$280K ﹤0.01%
14,805
+2,595
5348
$280K ﹤0.01%
7,007
5349
$279K ﹤0.01%
6,080
-1,772
5350
$279K ﹤0.01%
23,294
+7,558