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
1551
$30.8M ﹤0.01%
1,578,354
+146,475
1552
$30.8M ﹤0.01%
440,928
+23,376
1553
$30.8M ﹤0.01%
375,070
-8,052
1554
$30.8M ﹤0.01%
182,445
-13,062
1555
$30.7M ﹤0.01%
371,765
+273,128
1556
$30.7M ﹤0.01%
3,134,694
+139,848
1557
$30.6M ﹤0.01%
285,590
+24,448
1558
$30.6M ﹤0.01%
1,224,277
-42,068
1559
$30.6M ﹤0.01%
1,159,223
+525,019
1560
$30.5M ﹤0.01%
775,252
-96,806
1561
$30.5M ﹤0.01%
887,195
-27,249
1562
$30.5M ﹤0.01%
275,012
-13,502
1563
$30.5M ﹤0.01%
626,348
+41,193
1564
$30.5M ﹤0.01%
192,875
+2,831
1565
$30.5M ﹤0.01%
973,683
-6,039
1566
$30.4M ﹤0.01%
844,716
-34,344
1567
$30.4M ﹤0.01%
1,693,431
+764,130
1568
$30.4M ﹤0.01%
837,683
+45,153
1569
$30.4M ﹤0.01%
489,728
-153,391
1570
$30.4M ﹤0.01%
439,010
+236,303
1571
$30.3M ﹤0.01%
651,235
+6,025
1572
$30.3M ﹤0.01%
925,136
+14,494
1573
$30.3M ﹤0.01%
175,430
+23,616
1574
$30.3M ﹤0.01%
257,306
-4,715
1575
$30.3M ﹤0.01%
1,231,172
+88,939