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
1426
$36.8M ﹤0.01%
174,889
-11,807
1427
$36.7M ﹤0.01%
357,879
+85,946
1428
$36.7M ﹤0.01%
170,032
-14,918
1429
$36.7M ﹤0.01%
308,124
+69,881
1430
$36.7M ﹤0.01%
3,281,239
+47,917
1431
$36.7M ﹤0.01%
815,369
-131,411
1432
$36.7M ﹤0.01%
1,684,439
-31,857
1433
$36.5M ﹤0.01%
296,348
-65,265
1434
$36.4M ﹤0.01%
440,180
+40,593
1435
$36.4M ﹤0.01%
1,599,777
+76,004
1436
$36.4M ﹤0.01%
767,233
+218,768
1437
$36.3M ﹤0.01%
1,238,261
+9,960
1438
$36.3M ﹤0.01%
1,017,121
-140,460
1439
$36.3M ﹤0.01%
402,836
-11,745
1440
$36.2M ﹤0.01%
940,683
-203,726
1441
$36.2M ﹤0.01%
173,617
+21,285
1442
$36.1M ﹤0.01%
363,283
+18,283
1443
$36.1M ﹤0.01%
617,755
-857
1444
$36.1M ﹤0.01%
578,320
-138,830
1445
$36M ﹤0.01%
745,746
-222,053
1446
$36M ﹤0.01%
779,235
+178,761
1447
$35.9M ﹤0.01%
998,342
+115,010
1448
$35.7M ﹤0.01%
513,850
+3,195
1449
$35.7M ﹤0.01%
1,069,902
+118,259
1450
$35.7M ﹤0.01%
732,525
-8,256