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
1351
$41.5M ﹤0.01%
305,819
+45,291
1352
$41.5M ﹤0.01%
128,036
+1,638
1353
$41.4M ﹤0.01%
390,080
+35,872
1354
$41.4M ﹤0.01%
566,669
-13,087
1355
$41.3M ﹤0.01%
153,523
-2,142
1356
$41.3M ﹤0.01%
1,211,122
+82,681
1357
$41.3M ﹤0.01%
820,659
-2,082
1358
$41.3M ﹤0.01%
718,950
-1,459
1359
$41.3M ﹤0.01%
2,023,134
+1,153,916
1360
$41.3M ﹤0.01%
265,196
-8,481
1361
$41.1M ﹤0.01%
736,952
+273,380
1362
$41M ﹤0.01%
592,398
-39,303
1363
$41M ﹤0.01%
2,378,806
+268,358
1364
$41M ﹤0.01%
703,051
-1,573,788
1365
$41M ﹤0.01%
580,451
+54,077
1366
$40.9M ﹤0.01%
707,848
-75,966
1367
$40.9M ﹤0.01%
1,102,880
-93,800
1368
$40.8M ﹤0.01%
255,905
+20,571
1369
$40.6M ﹤0.01%
696,803
-941,798
1370
$40.6M ﹤0.01%
313,006
+1,147
1371
$40.5M ﹤0.01%
1,235,560
-126,195
1372
$40.4M ﹤0.01%
446,478
+3,225
1373
$40.4M ﹤0.01%
238,975
+33,056
1374
$40.4M ﹤0.01%
825,892
-155,812
1375
$40.4M ﹤0.01%
502,234
+1,784