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
5426
$247K ﹤0.01%
1,661
-4,452
5427
$247K ﹤0.01%
+161
5428
$247K ﹤0.01%
3,110
+1,560
5429
$246K ﹤0.01%
39,612
+21,413
5430
$246K ﹤0.01%
25,387
+387
5431
$246K ﹤0.01%
10,775
+1,905
5432
$246K ﹤0.01%
4,345
+652
5433
$245K ﹤0.01%
3,215
+2,792
5434
$245K ﹤0.01%
9,331
-172
5435
$245K ﹤0.01%
+24,941
5436
$244K ﹤0.01%
6,603
+492
5437
$243K ﹤0.01%
+7,360
5438
$243K ﹤0.01%
15,730
+10,130
5439
$243K ﹤0.01%
3,580
5440
$242K ﹤0.01%
1,591
+722
5441
$242K ﹤0.01%
6,431
-6,125
5442
$242K ﹤0.01%
15,504
+58
5443
$242K ﹤0.01%
22,728
+22,130
5444
$242K ﹤0.01%
66,308
+12,402
5445
$241K ﹤0.01%
21,706
+3,359
5446
$240K ﹤0.01%
8,642
-1,716
5447
$240K ﹤0.01%
10,662
+4,891
5448
$239K ﹤0.01%
6,475
+3,893
5449
$239K ﹤0.01%
11,297
+3,247
5450
$239K ﹤0.01%
6,050
-18,082