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
5901
$99K ﹤0.01%
1,150
-30
5902
$99K ﹤0.01%
11,827
-3,934
5903
$98K ﹤0.01%
3,888
+536
5904
$98K ﹤0.01%
9,089
+48
5905
$98K ﹤0.01%
4,845
+2,000
5906
$98K ﹤0.01%
36,185
-15,900
5907
$98K ﹤0.01%
+2,736
5908
$97K ﹤0.01%
7,753
-13,852
5909
$97K ﹤0.01%
+2,491
5910
$97K ﹤0.01%
155,669
+7,040
5911
$97K ﹤0.01%
+10,000
5912
$96K ﹤0.01%
8,420
+8,392
5913
$96K ﹤0.01%
4,113
+4,050
5914
$96K ﹤0.01%
5,685
+5,201
5915
$96K ﹤0.01%
8,757
-24,705
5916
$96K ﹤0.01%
23,550
-75,278
5917
$96K ﹤0.01%
61
+21
5918
$96K ﹤0.01%
8,634
+1,517
5919
$95K ﹤0.01%
5,577
+174
5920
$95K ﹤0.01%
4,238
+30
5921
$95K ﹤0.01%
93,103
+13,079
5922
$94K ﹤0.01%
4,832
+3,731
5923
$94K ﹤0.01%
11,792
+6,206
5924
$94K ﹤0.01%
5,061
-206
5925
$94K ﹤0.01%
31,160
+15,660