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
6176
$54K ﹤0.01%
4,148
-326
6177
$54K ﹤0.01%
3,520
-2,430
6178
$53K ﹤0.01%
+66,543
6179
$53K ﹤0.01%
2,180
-41
6180
$53K ﹤0.01%
2,000
+641
6181
$53K ﹤0.01%
602
-40
6182
$53K ﹤0.01%
3,606
-8,062
6183
$53K ﹤0.01%
23,595
+15,117
6184
$53K ﹤0.01%
5,200
6185
$52K ﹤0.01%
10,275
-39,473
6186
$52K ﹤0.01%
66,188
6187
$52K ﹤0.01%
2,000
6188
$52K ﹤0.01%
6,629
-154
6189
$52K ﹤0.01%
+306
6190
$52K ﹤0.01%
19,311
+7,818
6191
$52K ﹤0.01%
1,195
6192
$52K ﹤0.01%
4,100
+1,096
6193
$52K ﹤0.01%
88,577
6194
$52K ﹤0.01%
20,458
-39,588
6195
$52K ﹤0.01%
40,418
+8,888
6196
$51K ﹤0.01%
1,939
+156
6197
$51K ﹤0.01%
11,383
+6,536
6198
$51K ﹤0.01%
33,172
-43,906
6199
$51K ﹤0.01%
6,887
+3,385
6200
$51K ﹤0.01%
423
+398