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
1526
$32.1M ﹤0.01%
668,585
-2,202
1527
$32M ﹤0.01%
46,585
-8,663
1528
$32M ﹤0.01%
630,504
-18,311
1529
$31.9M ﹤0.01%
1,256,461
+50,234
1530
$31.9M ﹤0.01%
582,939
+17,183
1531
$31.9M ﹤0.01%
1,749,525
-313,905
1532
$31.8M ﹤0.01%
477,586
+30,688
1533
$31.8M ﹤0.01%
1,363,104
-61,496
1534
$31.8M ﹤0.01%
763,988
+193,340
1535
$31.7M ﹤0.01%
467,949
+41,024
1536
$31.7M ﹤0.01%
133,400
-10,193
1537
$31.6M ﹤0.01%
807,131
+374,286
1538
$31.5M ﹤0.01%
982,917
-91,605
1539
$31.5M ﹤0.01%
2,326,771
+332,338
1540
$31.4M ﹤0.01%
269,989
-2,165
1541
$31.4M ﹤0.01%
207,384
-19,350
1542
$31.4M ﹤0.01%
1,161,793
+1,143,389
1543
$31.3M ﹤0.01%
3,264,594
-369,037
1544
$31.3M ﹤0.01%
2,688,379
+1,033,329
1545
$31.3M ﹤0.01%
1,409,792
+22,299
1546
$31.3M ﹤0.01%
617,827
+77,030
1547
$31.2M ﹤0.01%
160,724
-12,132
1548
$31.2M ﹤0.01%
679,704
+99,137
1549
$31.1M ﹤0.01%
2,261,787
-291,240
1550
$31M ﹤0.01%
613,106
+16,378