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
5551
$197K ﹤0.01%
24,783
+6,200
5552
$197K ﹤0.01%
5,284
+130
5553
$197K ﹤0.01%
46,853
+44,872
5554
$196K ﹤0.01%
18,938
+2,600
5555
$196K ﹤0.01%
+11,169
5556
$195K ﹤0.01%
6,721
+3,785
5557
$195K ﹤0.01%
3,763
+1,268
5558
$194K ﹤0.01%
+24,103
5559
$194K ﹤0.01%
+20,000
5560
$193K ﹤0.01%
3,272
+680
5561
$193K ﹤0.01%
3,202
-1,158
5562
$193K ﹤0.01%
36,989
+5,734
5563
$193K ﹤0.01%
74,984
+27,168
5564
$192K ﹤0.01%
10,223
-52
5565
$192K ﹤0.01%
+3,733
5566
$192K ﹤0.01%
5,254
+1,786
5567
$191K ﹤0.01%
16,413
+3,560
5568
$191K ﹤0.01%
10,167
-39
5569
$190K ﹤0.01%
3,197
+1,303
5570
$190K ﹤0.01%
5,573
+1,028
5571
$190K ﹤0.01%
21,472
+11,520
5572
$190K ﹤0.01%
5,199
-325
5573
$190K ﹤0.01%
171,796
+103,405
5574
$189K ﹤0.01%
28,929
+10,709
5575
$189K ﹤0.01%
28,922
+18,403