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
5701
$149K ﹤0.01%
3,280
+389
5702
$148K ﹤0.01%
717
+702
5703
$148K ﹤0.01%
2,927
+2,891
5704
$148K ﹤0.01%
17,056
+11,485
5705
$147K ﹤0.01%
+9,292
5706
$147K ﹤0.01%
1,243
+217
5707
$147K ﹤0.01%
+10,988
5708
$146K ﹤0.01%
2,989
+122
5709
$146K ﹤0.01%
1,252
+826
5710
$146K ﹤0.01%
7,900
+3,140
5711
$146K ﹤0.01%
119,496
+98,313
5712
$146K ﹤0.01%
36,406
5713
$145K ﹤0.01%
4,623
+2,253
5714
$145K ﹤0.01%
12,544
-26,823
5715
$145K ﹤0.01%
10,105
-1,997
5716
$145K ﹤0.01%
6,140
-1,449
5717
$145K ﹤0.01%
6,142
+5,288
5718
$144K ﹤0.01%
23,904
+3,995
5719
$144K ﹤0.01%
16,926
-7,978
5720
$143K ﹤0.01%
21,095
+20,105
5721
$143K ﹤0.01%
14,820
+16
5722
$143K ﹤0.01%
479
+390
5723
$142K ﹤0.01%
27,911
-34,864
5724
$142K ﹤0.01%
2,643
+327
5725
$142K ﹤0.01%
4,806
+563