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
1301
$44.5M ﹤0.01%
509,096
-31,335
1302
$44.5M ﹤0.01%
748,230
+14,051
1303
$44.4M ﹤0.01%
949,253
-286,824
1304
$44.4M ﹤0.01%
838,511
-25,602
1305
$44.3M ﹤0.01%
736,060
+46,053
1306
$44.3M ﹤0.01%
225,268
-54,885
1307
$44.2M ﹤0.01%
151,115
-43,033
1308
$44.2M ﹤0.01%
710,906
+480,112
1309
$43.9M ﹤0.01%
544,386
-22,338
1310
$43.9M ﹤0.01%
1,027,439
+993,406
1311
$43.7M ﹤0.01%
5,687,727
-677,755
1312
$43.7M ﹤0.01%
740,846
+84,620
1313
$43.7M ﹤0.01%
2,664,343
+2,636,728
1314
$43.6M ﹤0.01%
2,239,344
+82,911
1315
$43.4M ﹤0.01%
556,960
+13,550
1316
$43.4M ﹤0.01%
203,385
+2,146
1317
$43.4M ﹤0.01%
959,043
-12,431
1318
$43.3M ﹤0.01%
11,026,791
+10,358,798
1319
$43.3M ﹤0.01%
242,485
+5,077
1320
$43.3M ﹤0.01%
177,221
+1,792
1321
$43.1M ﹤0.01%
1,684,376
+353,563
1322
$43.1M ﹤0.01%
506,087
-84,478
1323
$43M ﹤0.01%
3,156,640
-910,856
1324
$43M ﹤0.01%
709,058
+85,211
1325
$43M ﹤0.01%
1,423,965
+92,603