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
6026
$74K ﹤0.01%
25,103
+10,326
6027
$74K ﹤0.01%
5,604
+3,239
6028
$74K ﹤0.01%
3,664
+155
6029
$74K ﹤0.01%
2,303
-620
6030
$73K ﹤0.01%
1,527
+531
6031
$73K ﹤0.01%
1,674
+281
6032
$73K ﹤0.01%
4,422
+2,955
6033
$73K ﹤0.01%
22,994
+2,498
6034
$73K ﹤0.01%
4,569
-117
6035
$73K ﹤0.01%
1,520
+549
6036
$73K ﹤0.01%
7,339
+4,775
6037
$73K ﹤0.01%
8,521
-1,238
6038
$72K ﹤0.01%
3,241
+484
6039
$72K ﹤0.01%
+3,246
6040
$72K ﹤0.01%
2,953
-1,483
6041
$72K ﹤0.01%
9,975
+570
6042
$72K ﹤0.01%
950
-244
6043
$72K ﹤0.01%
3,564
+2,574
6044
$72K ﹤0.01%
16,713
-16
6045
$72K ﹤0.01%
1,217
-2,810
6046
$72K ﹤0.01%
4,375
6047
$72K ﹤0.01%
2,022
+409
6048
$71K ﹤0.01%
+1,683
6049
$71K ﹤0.01%
+5,078
6050
$71K ﹤0.01%
31,335
-15,057