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
1726
$24.9M ﹤0.01%
1,278,890
+38,868
1727
$24.9M ﹤0.01%
819,411
-105,035
1728
$24.8M ﹤0.01%
351,160
-117,773
1729
$24.6M ﹤0.01%
1,202,907
-31,967
1730
$24.6M ﹤0.01%
718,097
+79,532
1731
$24.6M ﹤0.01%
513,982
+62,909
1732
$24.6M ﹤0.01%
311,561
+101,179
1733
$24.6M ﹤0.01%
525,497
-6,528
1734
$24.5M ﹤0.01%
141,580
+11,071
1735
$24.5M ﹤0.01%
559,037
-5,352
1736
$24.5M ﹤0.01%
120,641
-54,151
1737
$24.4M ﹤0.01%
825,240
+568,861
1738
$24.4M ﹤0.01%
1,641,177
+16,954
1739
$24.3M ﹤0.01%
560,294
+6,049
1740
$24.3M ﹤0.01%
1,999,680
+99,677
1741
$24.3M ﹤0.01%
283,177
-55,977
1742
$24.2M ﹤0.01%
234,843
+18,878
1743
$24.2M ﹤0.01%
398,697
-2,632
1744
$24.2M ﹤0.01%
1,409,708
+316,847
1745
$24.2M ﹤0.01%
573,453
-317,248
1746
$24.2M ﹤0.01%
565,200
-392,921
1747
$24.1M ﹤0.01%
421,037
+40,882
1748
$24.1M ﹤0.01%
1,872,705
+1,663,559
1749
$24.1M ﹤0.01%
876,511
-38,122
1750
$24.1M ﹤0.01%
688,964
-18,424