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
6451
$23K ﹤0.01%
2,560
-5,286
6452
$23K ﹤0.01%
+33,666
6453
$23K ﹤0.01%
+50,000
6454
$23K ﹤0.01%
38,000
6455
$22K ﹤0.01%
4,885
-915
6456
$22K ﹤0.01%
4,153
-17,448
6457
$22K ﹤0.01%
600
-10,208
6458
$22K ﹤0.01%
556
+555
6459
$22K ﹤0.01%
5,000
-1,048
6460
$22K ﹤0.01%
+50,000
6461
0
6462
$22K ﹤0.01%
1,636
-883
6463
$22K ﹤0.01%
33,333
6464
$22K ﹤0.01%
1,419
-3,639
6465
$22K ﹤0.01%
+1,773
6466
$22K ﹤0.01%
1,764
-1,512
6467
$22K ﹤0.01%
314
-259
6468
$21K ﹤0.01%
3,907
+2,630
6469
$21K ﹤0.01%
1,500
-5,209
6470
$21K ﹤0.01%
2,370
+30
6471
$21K ﹤0.01%
3,296
-389
6472
$21K ﹤0.01%
3,443
+2,151
6473
$21K ﹤0.01%
437
-1,499
6474
$21K ﹤0.01%
15,053
-12,160
6475
$21K ﹤0.01%
1,525
+1,439