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
1826
$21.7M ﹤0.01%
833,379
-43,420
1827
$21.7M ﹤0.01%
271,974
+39,031
1828
$21.7M ﹤0.01%
385,246
-9,254
1829
$21.5M ﹤0.01%
886,764
+44,575
1830
$21.5M ﹤0.01%
280,296
-21,108
1831
$21.5M ﹤0.01%
349,700
+2,985
1832
$21.4M ﹤0.01%
747,265
-30,096
1833
$21.4M ﹤0.01%
1,375,795
+6,253
1834
$21.4M ﹤0.01%
567,568
-25,104
1835
$21.3M ﹤0.01%
654,152
+154,762
1836
$21.3M ﹤0.01%
+1,501,250
1837
$21.3M ﹤0.01%
1,320,683
+89,618
1838
$21.1M ﹤0.01%
256,101
+23,445
1839
$21.1M ﹤0.01%
486,900
-50,058
1840
$21.1M ﹤0.01%
813,451
+110,851
1841
$21.1M ﹤0.01%
839,987
+77,930
1842
$21.1M ﹤0.01%
1,077,133
-33,973
1843
$21M ﹤0.01%
264,862
+11,163
1844
$21M ﹤0.01%
320,889
+18,588
1845
$21M ﹤0.01%
834,055
+164,801
1846
$20.9M ﹤0.01%
861,812
+20,578
1847
$20.8M ﹤0.01%
176,145
-10,342
1848
$20.8M ﹤0.01%
1,171,553
+272,122
1849
$20.8M ﹤0.01%
836,628
+423,239
1850
$20.8M ﹤0.01%
246,796
-18,077