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
6126
$60K ﹤0.01%
3,298
+114
6127
$60K ﹤0.01%
10,047
+64
6128
$60K ﹤0.01%
95,832
+1,666
6129
$60K ﹤0.01%
1,738
-658
6130
$60K ﹤0.01%
16,827
-59,466
6131
$60K ﹤0.01%
+30,000
6132
$60K ﹤0.01%
7,580
+6,486
6133
$60K ﹤0.01%
106,000
6134
$60K ﹤0.01%
+2,308
6135
$59K ﹤0.01%
4,108
+1,661
6136
$59K ﹤0.01%
8,495
-11,416
6137
$59K ﹤0.01%
820
+751
6138
$59K ﹤0.01%
+3,329
6139
$59K ﹤0.01%
303
+275
6140
$59K ﹤0.01%
10,652
+9,938
6141
$58K ﹤0.01%
9,276
-5,368
6142
$58K ﹤0.01%
269
+62
6143
$58K ﹤0.01%
+8,794
6144
$58K ﹤0.01%
5,900
6145
$57K ﹤0.01%
3,607
-1
6146
$57K ﹤0.01%
3,800
-278
6147
$57K ﹤0.01%
8,064
+5,829
6148
$57K ﹤0.01%
1,225
+282
6149
$57K ﹤0.01%
16,786
+3,071
6150
$57K ﹤0.01%
712
-10,963