Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.08%
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 +$1.04B
2 +$907M
3 +$802M
4
IWD icon
iShares Russell 1000 Value ETF
IWD
+$731M
5
PFG icon
Principal Financial Group
PFG
+$685M

Top Sells

1 +$11.2B
2 +$6.35B
3 +$1.36B
4
SCHD icon
Schwab US Dividend Equity ETF
SCHD
+$1.36B
5
IWM icon
iShares Russell 2000 ETF
IWM
+$1.09B

Sector Composition

1 Technology 14.11%
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
6276
$41K ﹤0.01%
+4,877
6277
$41K ﹤0.01%
5,871
-774
6278
$40K ﹤0.01%
5,855
-596,145
6279
$40K ﹤0.01%
1,109
+181
6280
$40K ﹤0.01%
588
-1,460
6281
$40K ﹤0.01%
901
6282
$40K ﹤0.01%
+3,910
6283
$40K ﹤0.01%
703
-25
6284
$40K ﹤0.01%
43,803
6285
$40K ﹤0.01%
15,073
+6,511
6286
$40K ﹤0.01%
20,038
-361
6287
$40K ﹤0.01%
+100,000
6288
$40K ﹤0.01%
+4,103
6289
$39K ﹤0.01%
+347
6290
$39K ﹤0.01%
13,866
-2,307
6291
$39K ﹤0.01%
4,463
+3,675
6292
$39K ﹤0.01%
769
+4
6293
$39K ﹤0.01%
2,439
6294
$39K ﹤0.01%
10,650
+3,346
6295
$39K ﹤0.01%
2,150
-4,768
6296
$39K ﹤0.01%
3,467
6297
$38K ﹤0.01%
1,547
6298
$38K ﹤0.01%
3,769
+1,970
6299
$38K ﹤0.01%
+1,368
6300
$38K ﹤0.01%
1,801
-2,111