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
5401
$254K ﹤0.01%
25,064
+39
5402
$253K ﹤0.01%
6,848
-15,599
5403
$253K ﹤0.01%
41,511
-2,764
5404
$253K ﹤0.01%
9,654
+9,063
5405
$253K ﹤0.01%
182
-139
5406
$253K ﹤0.01%
4,773
-95
5407
$252K ﹤0.01%
60,264
+32
5408
$252K ﹤0.01%
6,707
+2,455
5409
$252K ﹤0.01%
+25,500
5410
$252K ﹤0.01%
9,072
+5,597
5411
$251K ﹤0.01%
12,110
+5,600
5412
$251K ﹤0.01%
9,895
+7,359
5413
$251K ﹤0.01%
15,669
-139
5414
$251K ﹤0.01%
36,252
-2,337
5415
$251K ﹤0.01%
54,621
-237,961
5416
$250K ﹤0.01%
1,469
-156
5417
$250K ﹤0.01%
11,338
-113,925
5418
$249K ﹤0.01%
19,418
+9,164
5419
$249K ﹤0.01%
9,493
+8,953
5420
$249K ﹤0.01%
5,019
-14,566
5421
$249K ﹤0.01%
685
+623
5422
$249K ﹤0.01%
+25,000
5423
$248K ﹤0.01%
6,157
-39
5424
$248K ﹤0.01%
+35,317
5425
$248K ﹤0.01%
+2,164