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
7126
-314,880
7127
-21,673
7128
-1,511,299
7129
-2,249
7130
-37,808
7131
-79,891
7132
-500
7133
-507,269
7134
-7,136
7135
-393
7136
-200
7137
-434,855
7138
-1,115
7139
-51,578
7140
-62,028
7141
-649
7142
-1,088,892
7143
-484,863
7144
-10,611
7145
$0 ﹤0.01%
5,558
-29,981
7146
-674,616
7147
-127,438
7148
-851,418
7149
-334
7150
-105,425