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
5626
$172K ﹤0.01%
21,245
+12,235
5627
$172K ﹤0.01%
9,186
+3,534
5628
$171K ﹤0.01%
23,732
+10,345
5629
$171K ﹤0.01%
18,619
+4,396
5630
$170K ﹤0.01%
2,081
+1,520
5631
$170K ﹤0.01%
12,490
-19,810
5632
$169K ﹤0.01%
5,714
+5,682
5633
$169K ﹤0.01%
23,012
+4,000
5634
$168K ﹤0.01%
6,200
+2,700
5635
$168K ﹤0.01%
11,400
+8,000
5636
$168K ﹤0.01%
16,788
+31
5637
$167K ﹤0.01%
5,638
-31
5638
$166K ﹤0.01%
8,070
-865
5639
$166K ﹤0.01%
+5,565
5640
$165K ﹤0.01%
26,204
-56,414
5641
$165K ﹤0.01%
2,337
-591
5642
$165K ﹤0.01%
5,750
+115
5643
$165K ﹤0.01%
21,013
+13
5644
$165K ﹤0.01%
6,062
+5,820
5645
$165K ﹤0.01%
3,845
-196,656
5646
$164K ﹤0.01%
9,633
+4,155
5647
$164K ﹤0.01%
38,525
+302
5648
$164K ﹤0.01%
5,945
+5,898
5649
$163K ﹤0.01%
703
-309
5650
$163K ﹤0.01%
6,895
+1,660