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
1276
$46.2M ﹤0.01%
3,070,633
+28,240
1277
$46.2M ﹤0.01%
626,000
+10,203
1278
$46.1M ﹤0.01%
582,705
+18,061
1279
$46M ﹤0.01%
431,640
-35,823
1280
$45.9M ﹤0.01%
2,105,882
-73,641
1281
$45.9M ﹤0.01%
426,444
+108,078
1282
$45.8M ﹤0.01%
480,485
+19,297
1283
$45.8M ﹤0.01%
621,425
-26,691
1284
$45.6M ﹤0.01%
1,556,316
-252,341
1285
$45.5M ﹤0.01%
1,153,909
+86,439
1286
$45.5M ﹤0.01%
813,248
+7,896
1287
$45.5M ﹤0.01%
333,649
-14,724
1288
$45.4M ﹤0.01%
1,379,586
+773,475
1289
$45.4M ﹤0.01%
2,593,470
-22,777
1290
$45.3M ﹤0.01%
1,306,760
+135,957
1291
$45.3M ﹤0.01%
186,162
-571
1292
$45.2M ﹤0.01%
2,216,954
+708,690
1293
$45.2M ﹤0.01%
941,608
+90,893
1294
$45.1M ﹤0.01%
438,337
-14,205
1295
$45.1M ﹤0.01%
864,787
+100,983
1296
$44.9M ﹤0.01%
1,951,205
-1,330,074
1297
$44.9M ﹤0.01%
910,621
-234,033
1298
$44.8M ﹤0.01%
264,478
-39,706
1299
$44.7M ﹤0.01%
2,372,996
+330,502
1300
$44.6M ﹤0.01%
692,839
+99,561