Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.09%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.09%
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 +$1.04B
2 +$907M
3 +$802M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$731M
5
PFG icon
Principal Financial Group
PFG
+$685M

Top Sells

1 +$11.2B
2 +$6.35B
3 +$1.36B
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.36B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.09B

Sector Composition

1 Technology 14.11%
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
5851
$112K ﹤0.01%
272
+247
5852
$112K ﹤0.01%
5,368
-6,229
5853
$112K ﹤0.01%
9,876
-4,053
5854
$111K ﹤0.01%
+5,260
5855
$111K ﹤0.01%
11,439
+2,900
5856
$110K ﹤0.01%
+1,507
5857
$110K ﹤0.01%
3,170
5858
$110K ﹤0.01%
4,095
-2,052
5859
$109K ﹤0.01%
+7,015
5860
$109K ﹤0.01%
10,998
5861
$109K ﹤0.01%
1,609
-36
5862
$108K ﹤0.01%
12,245
-5,595
5863
$108K ﹤0.01%
3,155
-10,494
5864
$108K ﹤0.01%
+52,053
5865
$108K ﹤0.01%
+12,430
5866
$108K ﹤0.01%
1,869
-304
5867
$107K ﹤0.01%
5,105
+590
5868
$107K ﹤0.01%
6,706
+3,391
5869
$107K ﹤0.01%
1,529
+6
5870
$107K ﹤0.01%
4,134
-2
5871
$107K ﹤0.01%
9,421
+9,098
5872
$107K ﹤0.01%
2,757
-12
5873
$106K ﹤0.01%
5,694
-1,768
5874
$105K ﹤0.01%
3,015
-5,628
5875
$105K ﹤0.01%
57,904
+40,121