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
6201
$51K ﹤0.01%
+25,100
6202
$51K ﹤0.01%
72,144
+13,811
6203
$50K ﹤0.01%
101
-511
6204
$50K ﹤0.01%
2,363
+1,517
6205
$50K ﹤0.01%
1,019
+678
6206
$50K ﹤0.01%
+330
6207
$50K ﹤0.01%
24,161
-9,855
6208
$50K ﹤0.01%
1,725
6209
$50K ﹤0.01%
338
-145
6210
$50K ﹤0.01%
5,600
+2,600
6211
$50K ﹤0.01%
2,702
-1,337
6212
$49K ﹤0.01%
1,028
-1,302
6213
$49K ﹤0.01%
336
+154
6214
$49K ﹤0.01%
16,545
+15,845
6215
$49K ﹤0.01%
1,035
-8
6216
$49K ﹤0.01%
+2,000
6217
$49K ﹤0.01%
411
-1,729
6218
$48K ﹤0.01%
9,383
+145
6219
$48K ﹤0.01%
5,635
-5,024
6220
$48K ﹤0.01%
2,481
+1,183
6221
$48K ﹤0.01%
27,500
6222
$48K ﹤0.01%
4,130
6223
$48K ﹤0.01%
11,131
-14,373
6224
$47K ﹤0.01%
3
+1
6225
$47K ﹤0.01%
+2,205