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
1626
$28.2M ﹤0.01%
2,126,874
+1,869,377
1627
$28.2M ﹤0.01%
772,544
-37,070
1628
$28.2M ﹤0.01%
960,425
+69,048
1629
$28.2M ﹤0.01%
7,179,404
+6,007,635
1630
$28.2M ﹤0.01%
273,480
-7,406
1631
$28.2M ﹤0.01%
116,235
+4,601
1632
$28.1M ﹤0.01%
757,962
-61,009
1633
$28.1M ﹤0.01%
1,048,287
+61,737
1634
$28.1M ﹤0.01%
270,815
+51,329
1635
$28M ﹤0.01%
520,907
-44,237
1636
$28M ﹤0.01%
308,457
-30,769
1637
$28M ﹤0.01%
981,066
+34,985
1638
$27.9M ﹤0.01%
449,336
-3,264
1639
$27.9M ﹤0.01%
390,870
+137,928
1640
$27.8M ﹤0.01%
480,138
-3,233
1641
$27.8M ﹤0.01%
2,315,415
-135,639
1642
$27.8M ﹤0.01%
327,801
-7,473
1643
$27.8M ﹤0.01%
234,458
-30,123
1644
$27.8M ﹤0.01%
963,064
+22,988
1645
$27.7M ﹤0.01%
1,062,231
-248,264
1646
$27.7M ﹤0.01%
378,524
+45,090
1647
$27.7M ﹤0.01%
572,049
-60,675
1648
$27.6M ﹤0.01%
967,395
+682,367
1649
$27.6M ﹤0.01%
633,299
+95,149
1650
$27.5M ﹤0.01%
282,648
-22,415