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
1926
$18.9M ﹤0.01%
783,690
+222,107
1927
$18.9M ﹤0.01%
147,703
+35,412
1928
$18.9M ﹤0.01%
312,289
+4,873
1929
$18.9M ﹤0.01%
533,354
-508,727
1930
$18.9M ﹤0.01%
65,779
+2,996
1931
$18.8M ﹤0.01%
331,841
+1,654
1932
$18.8M ﹤0.01%
228,942
+33,642
1933
$18.8M ﹤0.01%
1,186,287
+362,034
1934
$18.8M ﹤0.01%
159,639
+41,628
1935
$18.8M ﹤0.01%
+2,633,519
1936
$18.8M ﹤0.01%
739,296
-54,330
1937
$18.8M ﹤0.01%
1,048,135
-137,251
1938
$18.7M ﹤0.01%
444,088
+20,426
1939
$18.7M ﹤0.01%
583,490
+56,500
1940
$18.7M ﹤0.01%
901,421
-998,839
1941
$18.7M ﹤0.01%
310,307
+8,708
1942
$18.6M ﹤0.01%
612,835
-97,282
1943
$18.6M ﹤0.01%
279,511
+35,684
1944
$18.6M ﹤0.01%
667,456
-178,549
1945
$18.6M ﹤0.01%
348,785
+50,290
1946
$18.6M ﹤0.01%
444,552
-25,455
1947
$18.6M ﹤0.01%
222,290
+5,214
1948
$18.6M ﹤0.01%
773,712
+157,670
1949
$18.6M ﹤0.01%
2,843,691
-7,025
1950
$18.5M ﹤0.01%
+285,201