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
1226
$50.7M ﹤0.01%
394,774
+55,030
1227
$50.7M ﹤0.01%
410,214
-497
1228
$50.5M ﹤0.01%
+33,898
1229
$50.3M ﹤0.01%
410,966
+16,748
1230
$50.3M ﹤0.01%
132,109
+99,714
1231
$50M ﹤0.01%
1,105,302
+72,101
1232
$50M ﹤0.01%
1,121,518
+192,231
1233
$50M ﹤0.01%
121,468
-5,811
1234
$49.9M ﹤0.01%
877,272
+220,683
1235
$49.9M ﹤0.01%
411,123
-4,088
1236
$49.8M ﹤0.01%
2,279,713
+41,796
1237
$49.7M ﹤0.01%
889,262
+170,176
1238
$49.7M ﹤0.01%
203,056
-39,974
1239
$49.6M ﹤0.01%
1,274,689
-18,189
1240
$49.5M ﹤0.01%
1,434,734
-373,075
1241
$49.3M ﹤0.01%
146,322
+29,478
1242
$49M ﹤0.01%
1,136,176
+312,580
1243
$49M ﹤0.01%
1,414,562
+169,437
1244
$48.9M ﹤0.01%
1,197,722
+397,656
1245
$48.6M ﹤0.01%
1,128,409
+910,831
1246
$48.6M ﹤0.01%
229,376
+340
1247
$48.5M ﹤0.01%
1,684,794
+1,654,474
1248
$48.4M ﹤0.01%
346,040
+28,202
1249
$48.3M ﹤0.01%
466,314
+82,240
1250
$48.2M ﹤0.01%
1,617,133
+118,061