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
1576
$30.2M ﹤0.01%
186,838
-1,743
1577
$30.2M ﹤0.01%
1,046,450
+17,086
1578
$30M ﹤0.01%
4,690,134
-1,610,788
1579
$30M ﹤0.01%
253,335
+14,603
1580
$30M ﹤0.01%
1,269,780
+700,324
1581
$30M ﹤0.01%
1,085,980
+117,070
1582
$29.9M ﹤0.01%
1,225,788
-17,109
1583
$29.9M ﹤0.01%
354,007
+19,689
1584
$29.9M ﹤0.01%
1,568,056
-346,478
1585
$29.9M ﹤0.01%
1,056,269
+133,846
1586
$29.9M ﹤0.01%
737,022
-131,577
1587
$29.9M ﹤0.01%
563,287
+63,330
1588
$29.8M ﹤0.01%
248,182
+2,147
1589
$29.8M ﹤0.01%
766,953
-72,552
1590
$29.8M ﹤0.01%
466,498
-390,072
1591
$29.8M ﹤0.01%
1,203,372
+686,924
1592
$29.8M ﹤0.01%
1,275,929
+90,462
1593
$29.8M ﹤0.01%
368,803
+3,749
1594
$29.8M ﹤0.01%
2,821,795
-364,169
1595
$29.7M ﹤0.01%
1,127,374
+258,189
1596
$29.6M ﹤0.01%
551,533
+23,103
1597
$29.6M ﹤0.01%
250,727
+10,843
1598
$29.5M ﹤0.01%
3,023,963
+3,005,165
1599
$29.5M ﹤0.01%
719,550
+157,134
1600
$29.5M ﹤0.01%
440,766
+32,036