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
1801
$22.4M ﹤0.01%
287,322
+15,571
1802
$22.4M ﹤0.01%
383,197
+142,026
1803
$22.4M ﹤0.01%
761,891
-81,312
1804
$22.4M ﹤0.01%
292,156
-43,186
1805
$22.4M ﹤0.01%
605,637
-138,720
1806
$22.3M ﹤0.01%
856,809
+53,351
1807
$22.3M ﹤0.01%
142,196
-2,142
1808
$22.3M ﹤0.01%
583,391
+157,994
1809
$22.2M ﹤0.01%
2,194,017
+57,768
1810
$22.2M ﹤0.01%
1,372,443
-37,406
1811
$22.1M ﹤0.01%
365,549
-36,813
1812
$21.9M ﹤0.01%
188,831
-316,334
1813
$21.9M ﹤0.01%
307,301
+17,597
1814
$21.9M ﹤0.01%
800,426
-81,366
1815
$21.9M ﹤0.01%
84,826
+21,272
1816
$21.8M ﹤0.01%
391,259
+8,039
1817
$21.8M ﹤0.01%
581,184
+138,080
1818
$21.8M ﹤0.01%
280,074
-24,527
1819
$21.8M ﹤0.01%
3,969,692
+12,320
1820
$21.8M ﹤0.01%
358,699
+21,826
1821
$21.7M ﹤0.01%
735,211
+578,513
1822
$21.7M ﹤0.01%
270,486
+73,332
1823
$21.7M ﹤0.01%
1,097,370
-270,574
1824
$21.7M ﹤0.01%
328,187
-54,710
1825
$21.7M ﹤0.01%
501,074
+257,994