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
1851
$20.7M ﹤0.01%
783,224
-25,446
1852
$20.7M ﹤0.01%
516,994
-64,249
1853
$20.7M ﹤0.01%
605,868
-39,242
1854
$20.7M ﹤0.01%
464,706
-6,837
1855
$20.7M ﹤0.01%
616,449
+193,341
1856
$20.7M ﹤0.01%
1,141,492
+168,105
1857
$20.7M ﹤0.01%
136,997
-4,322
1858
$20.6M ﹤0.01%
348,633
+4,579
1859
$20.5M ﹤0.01%
588,259
-288,728
1860
$20.5M ﹤0.01%
231,204
-126,516
1861
$20.4M ﹤0.01%
716,730
+55,251
1862
$20.4M ﹤0.01%
423,056
+2,466
1863
$20.4M ﹤0.01%
311,773
-180,981
1864
$20.4M ﹤0.01%
798,214
+323,442
1865
$20.4M ﹤0.01%
1,082,250
-44,264
1866
$20.4M ﹤0.01%
873,070
+83,976
1867
$20.4M ﹤0.01%
1,058,403
+169,086
1868
$20.3M ﹤0.01%
202,070
+51,672
1869
$20.3M ﹤0.01%
2,991,257
-2,037,580
1870
$20.3M ﹤0.01%
466,567
-131,998
1871
$20.3M ﹤0.01%
591,836
-350,325
1872
$20.3M ﹤0.01%
2,531,062
-378,693
1873
$20.3M ﹤0.01%
939,990
+128,087
1874
$20.3M ﹤0.01%
1,343,341
-45,497
1875
$20.3M ﹤0.01%
304,216
+40,027