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
1401
$38.7M ﹤0.01%
1,094,279
-3,802
1402
$38.6M ﹤0.01%
415,867
-20,712
1403
$38.6M ﹤0.01%
4,439,424
-971,336
1404
$38.4M ﹤0.01%
469,083
+34,389
1405
$38.4M ﹤0.01%
1,141,376
+408
1406
$38.3M ﹤0.01%
1,347,880
-138,966
1407
$38.3M ﹤0.01%
911,843
-224,775
1408
$38.2M ﹤0.01%
245,339
+27,125
1409
$38.2M ﹤0.01%
647,995
-2,448
1410
$38.1M ﹤0.01%
679,694
+42,301
1411
$38.1M ﹤0.01%
387,427
+95,166
1412
$37.9M ﹤0.01%
275,361
+30,824
1413
$37.9M ﹤0.01%
891,063
+606,549
1414
$37.9M ﹤0.01%
1,776,523
-54,476
1415
$37.8M ﹤0.01%
344,257
-17,716
1416
$37.8M ﹤0.01%
287,055
+5,269
1417
$37.8M ﹤0.01%
272,288
-53,750
1418
$37.7M ﹤0.01%
1,117,307
+409,805
1419
$37.6M ﹤0.01%
440,005
+79,862
1420
$37.6M ﹤0.01%
2,470,771
+729,276
1421
$37.6M ﹤0.01%
1,124,067
+2,471
1422
$37.4M ﹤0.01%
779,927
+18,677
1423
$37.4M ﹤0.01%
802,126
+133,031
1424
$37.3M ﹤0.01%
+16,979
1425
$37.1M ﹤0.01%
584,544
-13,372