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
5601
$181K ﹤0.01%
45,582
-2,852
5602
$180K ﹤0.01%
15
+7
5603
$180K ﹤0.01%
50,157
+50,000
5604
$179K ﹤0.01%
3,421
-2,926
5605
$178K ﹤0.01%
+13,794
5606
$178K ﹤0.01%
12,905
+362
5607
$177K ﹤0.01%
21,575
-16,191
5608
$177K ﹤0.01%
+13,915
5609
$177K ﹤0.01%
37,655
+22,586
5610
$176K ﹤0.01%
10,555
-9,620
5611
$176K ﹤0.01%
12,065
+6,553
5612
$176K ﹤0.01%
25,500
-2,028
5613
$176K ﹤0.01%
31,800
-12,091
5614
$175K ﹤0.01%
15,344
+3,016
5615
$175K ﹤0.01%
26,092
+5,080
5616
$174K ﹤0.01%
2,869
+2,861
5617
$174K ﹤0.01%
10,678
+5,802
5618
$174K ﹤0.01%
6,785
+3,555
5619
$173K ﹤0.01%
20,415
-1,517
5620
$173K ﹤0.01%
44,596
+44,413
5621
$173K ﹤0.01%
18,497
+2,326
5622
$173K ﹤0.01%
17,560
+12,560
5623
$173K ﹤0.01%
6,481
+5,881
5624
$173K ﹤0.01%
6,759
+2,333
5625
$173K ﹤0.01%
10,708
+5,535