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
1651
$27.5M ﹤0.01%
363,386
+39,958
1652
$27.5M ﹤0.01%
847,230
-101,647
1653
$27.5M ﹤0.01%
1,359,613
-130,838
1654
$27.5M ﹤0.01%
200,044
-6,279
1655
$27.4M ﹤0.01%
462,791
+51,963
1656
$27.4M ﹤0.01%
505,756
+300,353
1657
$27.4M ﹤0.01%
770,197
+26,327
1658
$27.3M ﹤0.01%
782,155
+177,368
1659
$27.3M ﹤0.01%
261,764
-55,937
1660
$27.3M ﹤0.01%
165,493
+17,900
1661
$27.3M ﹤0.01%
1,531,663
-114,121
1662
$27.3M ﹤0.01%
840,455
-618,505
1663
$27.2M ﹤0.01%
1,298,027
-32,827
1664
$27.2M ﹤0.01%
241,244
+18,608
1665
$27.2M ﹤0.01%
210,246
-22,190
1666
$27.2M ﹤0.01%
1,081,770
-1,650
1667
$27.1M ﹤0.01%
266,488
-6,180
1668
$27.1M ﹤0.01%
804,100
+9,698
1669
$27M ﹤0.01%
661,572
-12,878
1670
$26.9M ﹤0.01%
585,070
-208,679
1671
$26.7M ﹤0.01%
429,272
+35,974
1672
$26.6M ﹤0.01%
289,133
-17,272
1673
$26.6M ﹤0.01%
223,644
-7,366
1674
$26.5M ﹤0.01%
832,728
-426,042
1675
$26.5M ﹤0.01%
335,469
-22,859