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
1451
$35.6M ﹤0.01%
395,528
-29,961
1452
$35.6M ﹤0.01%
819,905
+20,837
1453
$35.6M ﹤0.01%
378,517
-197,600
1454
$35.6M ﹤0.01%
1,016,187
+42,300
1455
$35.5M ﹤0.01%
407,043
-84,123
1456
$35.5M ﹤0.01%
546,580
+87,245
1457
$35.5M ﹤0.01%
754,130
+1,551
1458
$35.4M ﹤0.01%
1,222,425
+172,405
1459
$35.4M ﹤0.01%
3,205,862
+1,765,552
1460
$35.3M ﹤0.01%
254,150
+21,709
1461
$35.3M ﹤0.01%
310,479
+39,020
1462
$35.3M ﹤0.01%
481,025
+87,365
1463
$35.3M ﹤0.01%
706,022
+495,099
1464
$35.3M ﹤0.01%
687,050
-7,170
1465
$35.3M ﹤0.01%
465,210
-374,563
1466
$35.2M ﹤0.01%
1,972,018
+157,085
1467
$35.1M ﹤0.01%
349,392
+56,318
1468
$35.1M ﹤0.01%
2,318,754
+63,782
1469
$35.1M ﹤0.01%
310,767
+2,287
1470
$35.1M ﹤0.01%
331,046
-936
1471
$35.1M ﹤0.01%
561,306
+29,750
1472
$35.1M ﹤0.01%
384,206
+119,936
1473
$35.1M ﹤0.01%
671,244
+244,593
1474
$35M ﹤0.01%
1,608,685
+256,121
1475
$35M ﹤0.01%
1,144,645
+31,685