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
5801
$123K ﹤0.01%
10,988
5802
$123K ﹤0.01%
4,550
+3,667
5803
$123K ﹤0.01%
+959
5804
$122K ﹤0.01%
1,800
5805
$122K ﹤0.01%
8,624
-1,800
5806
$122K ﹤0.01%
27,261
+6,349
5807
$121K ﹤0.01%
5,773
+3,813
5808
$121K ﹤0.01%
13,447
+10,450
5809
$121K ﹤0.01%
3,558
+1,305
5810
$121K ﹤0.01%
8,894
+4,037
5811
$121K ﹤0.01%
12,167
-22,041
5812
$121K ﹤0.01%
12,546
+76
5813
$121K ﹤0.01%
225,137
+159,490
5814
$121K ﹤0.01%
51,421
+39,327
5815
$120K ﹤0.01%
5,901
-4,598
5816
$120K ﹤0.01%
16,829
+7,187
5817
$119K ﹤0.01%
2,756
+590
5818
$119K ﹤0.01%
5,613
-4,321
5819
$119K ﹤0.01%
11,379
+3,902
5820
$119K ﹤0.01%
2,444
-525
5821
$119K ﹤0.01%
2,604
-591
5822
$119K ﹤0.01%
12,584
-25,174
5823
$118K ﹤0.01%
2,750
+1,210
5824
$118K ﹤0.01%
+3,322
5825
$118K ﹤0.01%
4,478
-3,879