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
6301
$38K ﹤0.01%
3,939
+3,311
6302
$38K ﹤0.01%
6,254
-251
6303
$38K ﹤0.01%
1,271
-23
6304
$38K ﹤0.01%
1,788
-52
6305
$38K ﹤0.01%
+66,666
6306
$38K ﹤0.01%
66,666
6307
$38K ﹤0.01%
+50,000
6308
$38K ﹤0.01%
48,038
6309
$38K ﹤0.01%
8,181
-111,986
6310
$38K ﹤0.01%
1,547
6311
$37K ﹤0.01%
6,645
+200
6312
$37K ﹤0.01%
1,809
-161
6313
$37K ﹤0.01%
5,290
+402
6314
$37K ﹤0.01%
1,041
-16,976
6315
$37K ﹤0.01%
+478
6316
0
6317
$37K ﹤0.01%
+1,373
6318
$36K ﹤0.01%
1,852
+302
6319
$36K ﹤0.01%
1,700
-3,039
6320
$36K ﹤0.01%
+4,000
6321
$36K ﹤0.01%
6,346
+593
6322
$36K ﹤0.01%
+75,000
6323
$36K ﹤0.01%
3,616
6324
$36K ﹤0.01%
+3,700
6325
$36K ﹤0.01%
4,935
+433