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
5351
$279K ﹤0.01%
14,247
+11,732
5352
$279K ﹤0.01%
53,310
+1,788
5353
$279K ﹤0.01%
14,739
+13,704
5354
$278K ﹤0.01%
5,576
-3,044
5355
$277K ﹤0.01%
+11,113
5356
$277K ﹤0.01%
+28,458
5357
$276K ﹤0.01%
15,000
5358
$276K ﹤0.01%
47,179
+44,950
5359
$275K ﹤0.01%
30,576
-1,524
5360
$275K ﹤0.01%
21,174
+4,345
5361
$275K ﹤0.01%
13,176
+3,500
5362
$275K ﹤0.01%
17,262
-7,656
5363
$275K ﹤0.01%
52,142
+41,909
5364
$274K ﹤0.01%
12,857
+1,717
5365
$274K ﹤0.01%
2,407
+1,321
5366
$274K ﹤0.01%
23,000
-300
5367
$274K ﹤0.01%
+27,710
5368
$273K ﹤0.01%
10,397
+4,068
5369
$273K ﹤0.01%
28,788
-3,042
5370
$273K ﹤0.01%
22,934
+852
5371
$272K ﹤0.01%
2,966
+84
5372
$271K ﹤0.01%
13,445
+1,096
5373
$271K ﹤0.01%
18,500
+9,500
5374
$271K ﹤0.01%
24,912
+20,147
5375
$270K ﹤0.01%
+27,709