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
5776
$129K ﹤0.01%
2,211
+1,140
5777
$129K ﹤0.01%
14,803
+14,651
5778
$128K ﹤0.01%
2,929
5779
$128K ﹤0.01%
960
-215
5780
$127K ﹤0.01%
24,957
-1,543
5781
$126K ﹤0.01%
20,967
-34,219
5782
$126K ﹤0.01%
25,238
+25,044
5783
$126K ﹤0.01%
1,569
+5
5784
$126K ﹤0.01%
20,206
-1,634
5785
$126K ﹤0.01%
5,015
-4,398
5786
$126K ﹤0.01%
+2
5787
$125K ﹤0.01%
27,041
-20,452
5788
$125K ﹤0.01%
6,071
+150
5789
$125K ﹤0.01%
4,576
+2,736
5790
$125K ﹤0.01%
+3,519
5791
$125K ﹤0.01%
17,779
+10,512
5792
$125K ﹤0.01%
7,732
+7,190
5793
$125K ﹤0.01%
13,113
+6,876
5794
$125K ﹤0.01%
6,812
+686
5795
$124K ﹤0.01%
6,584
-50
5796
$124K ﹤0.01%
11,000
-425,388
5797
$124K ﹤0.01%
1,000
5798
$123K ﹤0.01%
3,948
-63
5799
$123K ﹤0.01%
+3,960
5800
$123K ﹤0.01%
5,619
-2,238