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
1376
$40.2M ﹤0.01%
443,630
+35,197
1377
$40.2M ﹤0.01%
759,109
+49,989
1378
$40M ﹤0.01%
965,958
+49,245
1379
$40M ﹤0.01%
614,057
+545,930
1380
$40M ﹤0.01%
1,027,966
+105,122
1381
$39.8M ﹤0.01%
389,348
-205,244
1382
$39.8M ﹤0.01%
2,066,802
+105,017
1383
$39.7M ﹤0.01%
271,188
+210,623
1384
$39.7M ﹤0.01%
1,445,854
+50,265
1385
$39.5M ﹤0.01%
281,500
+2,324
1386
$39.5M ﹤0.01%
595,689
-19,983
1387
$39.4M ﹤0.01%
1,517,480
-135,096
1388
$39.1M ﹤0.01%
423,982
+22,845
1389
$39.1M ﹤0.01%
1,285,056
-123,261
1390
$39M ﹤0.01%
1,240,302
+31,886
1391
$39M ﹤0.01%
1,210,124
+110,618
1392
$38.9M ﹤0.01%
1,900,400
-12,128
1393
$38.9M ﹤0.01%
364,365
-27,516
1394
$38.9M ﹤0.01%
796,158
+94,411
1395
$38.8M ﹤0.01%
1,533,580
+721,414
1396
$38.8M ﹤0.01%
785,601
-143,079
1397
$38.8M ﹤0.01%
693,362
+5,529
1398
$38.8M ﹤0.01%
404,185
+1,404
1399
$38.7M ﹤0.01%
857,961
-165,726
1400
$38.7M ﹤0.01%
410,784
+109,948