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
5476
$228K ﹤0.01%
2,170
+140
5477
$227K ﹤0.01%
19,063
+3,960
5478
$227K ﹤0.01%
5,358
-28,278
5479
$227K ﹤0.01%
33,323
+4,088
5480
$226K ﹤0.01%
4,103
-6,874
5481
$226K ﹤0.01%
33,825
-2,540
5482
$226K ﹤0.01%
4,216
+2,771
5483
$225K ﹤0.01%
2,607
5484
$225K ﹤0.01%
881
-24
5485
$225K ﹤0.01%
3,703
-3,452
5486
$224K ﹤0.01%
56,227
+10,202
5487
$224K ﹤0.01%
13,665
+13,523
5488
$223K ﹤0.01%
28,575
+5,044
5489
$223K ﹤0.01%
25,750
+1,002
5490
$223K ﹤0.01%
6,009
+1,859
5491
$222K ﹤0.01%
16,333
-1,255
5492
$222K ﹤0.01%
40,596
+6,342
5493
$221K ﹤0.01%
14,033
-4,768
5494
$221K ﹤0.01%
+16,911
5495
$221K ﹤0.01%
51,107
+19,456
5496
$221K ﹤0.01%
32,098
-830
5497
$220K ﹤0.01%
9,164
+581
5498
$220K ﹤0.01%
3,103
+689
5499
$220K ﹤0.01%
8,748
+532
5500
$220K ﹤0.01%
29,184
-3,348