Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.09%
 

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
+23.09%
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
7701
0
7702
-77
7703
-189
7704
$0 ﹤0.01%
1
-6,213
7705
$0 ﹤0.01%
179
-222
7706
-100,000
7707
-194
7708
0
7709
$0 ﹤0.01%
14
+3
7710
$0 ﹤0.01%
473
-230
7711
$0 ﹤0.01%
5
-18,100
7712
-16,115
7713
-3,516
7714
-100
7715
-6,479
7716
$0 ﹤0.01%
400
-362
7717
$0 ﹤0.01%
9
-272
7718
$0 ﹤0.01%
46
-354
7719
$0 ﹤0.01%
18
-79
7720
$0 ﹤0.01%
3
-28
7721
$0 ﹤0.01%
+5
7722
0
7723
0
7724
-120
7725
$0 ﹤0.01%
+10