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
5876
$105K ﹤0.01%
1,800
5877
$105K ﹤0.01%
3,193
-561
5878
$104K ﹤0.01%
10,000
-2,050
5879
$104K ﹤0.01%
18,545
+12,295
5880
$104K ﹤0.01%
13,338
-4,665
5881
$104K ﹤0.01%
32,052
5882
$104K ﹤0.01%
+200,000
5883
$104K ﹤0.01%
72,659
+49,077
5884
$104K ﹤0.01%
4
-46
5885
$104K ﹤0.01%
1,826
+7
5886
$103K ﹤0.01%
13,567
+8,354
5887
$103K ﹤0.01%
11,584
+8,117
5888
$102K ﹤0.01%
10,303
+10,078
5889
$102K ﹤0.01%
5,826
+5,062
5890
$102K ﹤0.01%
2,079
+126
5891
$101K ﹤0.01%
23,270
-2,630
5892
$101K ﹤0.01%
5,413
-2,962
5893
$101K ﹤0.01%
3,788
+1,872
5894
$101K ﹤0.01%
+39,000
5895
$100K ﹤0.01%
21,549
-2,658
5896
$100K ﹤0.01%
49,960
+24,169
5897
$100K ﹤0.01%
+7,906
5898
$100K ﹤0.01%
2,553
-896
5899
$99K ﹤0.01%
5,738
-1,150
5900
$99K ﹤0.01%
762
+200