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
5726
$142K ﹤0.01%
2,019
+512
5727
$142K ﹤0.01%
25,402
+919
5728
$141K ﹤0.01%
36,371
+28,814
5729
$141K ﹤0.01%
4,664
+1,441
5730
$141K ﹤0.01%
2,687
+730
5731
$141K ﹤0.01%
6,761
+3,012
5732
$140K ﹤0.01%
56,486
-16,239
5733
$139K ﹤0.01%
28,166
+16,176
5734
$139K ﹤0.01%
8,648
+2,251
5735
$139K ﹤0.01%
4,250
+1,136
5736
$139K ﹤0.01%
64,038
-108,379
5737
$138K ﹤0.01%
27,460
-22,472
5738
$138K ﹤0.01%
27,916
+24,469
5739
$138K ﹤0.01%
3,185
+100
5740
$138K ﹤0.01%
+14,214
5741
$137K ﹤0.01%
2,110
-9,830
5742
$137K ﹤0.01%
7,812
-14,281
5743
$136K ﹤0.01%
2,524
+2,269
5744
$135K ﹤0.01%
16,986
+6,807
5745
$135K ﹤0.01%
17,811
5746
$135K ﹤0.01%
2,533
+1,605
5747
$135K ﹤0.01%
12,199
+4,923
5748
$135K ﹤0.01%
1,876
+59
5749
$135K ﹤0.01%
6,025
-972
5750
$135K ﹤0.01%
7,590
+1,886