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
6151
$57K ﹤0.01%
5,833
+200
6152
$56K ﹤0.01%
3,353
-1,046
6153
$56K ﹤0.01%
3,660
+500
6154
$56K ﹤0.01%
5,491
+2,323
6155
$56K ﹤0.01%
+5,640
6156
$56K ﹤0.01%
3,977
+2,600
6157
$56K ﹤0.01%
597
+384
6158
$56K ﹤0.01%
2,236
+1,129
6159
$56K ﹤0.01%
23,313
-3,574
6160
$56K ﹤0.01%
18,001
-82,053
6161
$55K ﹤0.01%
3,554
-64
6162
$55K ﹤0.01%
+2,844
6163
$55K ﹤0.01%
1,491
-133
6164
$55K ﹤0.01%
7,656
+5,243
6165
$55K ﹤0.01%
3,273
-53
6166
$55K ﹤0.01%
4,540
+4,360
6167
$55K ﹤0.01%
+5,987
6168
$55K ﹤0.01%
20,500
6169
$54K ﹤0.01%
+2,621
6170
$54K ﹤0.01%
5,667
-975
6171
$54K ﹤0.01%
18,850
-935
6172
$54K ﹤0.01%
5,000
-114
6173
$54K ﹤0.01%
832
+410
6174
$54K ﹤0.01%
1,433
-35
6175
$54K ﹤0.01%
137
+2