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
6101
$63K ﹤0.01%
6,657
-157
6102
$63K ﹤0.01%
+3,622
6103
$63K ﹤0.01%
1,077
+173
6104
$63K ﹤0.01%
1,976
-65
6105
$63K ﹤0.01%
2,481
-29,023
6106
$63K ﹤0.01%
2,421
+1,907
6107
$63K ﹤0.01%
1,928
6108
$63K ﹤0.01%
4,825
+2,684
6109
$62K ﹤0.01%
5,218
+1,805
6110
$62K ﹤0.01%
9,804
+4
6111
$62K ﹤0.01%
+3,300
6112
$62K ﹤0.01%
+2,389
6113
$62K ﹤0.01%
1,340
+742
6114
$62K ﹤0.01%
1,897
+7
6115
$62K ﹤0.01%
+2,291
6116
$62K ﹤0.01%
+25,000
6117
$61K ﹤0.01%
692
+315
6118
$61K ﹤0.01%
+980
6119
$61K ﹤0.01%
6,378
-14,038
6120
$61K ﹤0.01%
2,167
-1,088
6121
$61K ﹤0.01%
8,585
+3,453
6122
$61K ﹤0.01%
85,079
+43,906
6123
$61K ﹤0.01%
+6,180
6124
$61K ﹤0.01%
1,562
-841
6125
$61K ﹤0.01%
6,445
-1,874