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
6376
$30K ﹤0.01%
4,396
+4,331
6377
$30K ﹤0.01%
14,519
+3,784
6378
$30K ﹤0.01%
1,070
+543
6379
$29K ﹤0.01%
3,803
-65,775
6380
$29K ﹤0.01%
38
6381
$29K ﹤0.01%
5,331
-261
6382
0
6383
$29K ﹤0.01%
+5,382
6384
$29K ﹤0.01%
4,438
-4,918
6385
$29K ﹤0.01%
13,990
+4,862
6386
$29K ﹤0.01%
+50,000
6387
$29K ﹤0.01%
+50,000
6388
$29K ﹤0.01%
3,000
6389
$29K ﹤0.01%
37,888
6390
$29K ﹤0.01%
55,721
6391
$29K ﹤0.01%
95,818
-60,582
6392
$28K ﹤0.01%
7,161
-33,889
6393
$28K ﹤0.01%
567
+129
6394
$28K ﹤0.01%
1,723
+1,369
6395
$28K ﹤0.01%
2,651
+344
6396
$28K ﹤0.01%
2,468
-179
6397
$28K ﹤0.01%
2,800
6398
$28K ﹤0.01%
+47,500
6399
$28K ﹤0.01%
2,500
+2,474
6400
$28K ﹤0.01%
1,862
+350