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
1951
$18.5M ﹤0.01%
536,022
+341,276
1952
$18.4M ﹤0.01%
436,769
+401,752
1953
$18.4M ﹤0.01%
405,991
+164,260
1954
$18.4M ﹤0.01%
747,612
+98,837
1955
$18.4M ﹤0.01%
820,310
-115,138
1956
$18.4M ﹤0.01%
425,555
+50,414
1957
$18.4M ﹤0.01%
166,623
-2,559
1958
$18.3M ﹤0.01%
617,514
+123,673
1959
$18.3M ﹤0.01%
121,765
+12,003
1960
$18.3M ﹤0.01%
3,922,986
+316,183
1961
$18.2M ﹤0.01%
366,574
+12,690
1962
$18.2M ﹤0.01%
363,837
+35,678
1963
$18.2M ﹤0.01%
1,887,667
+191,753
1964
$18.2M ﹤0.01%
149,383
+14,586
1965
$18.1M ﹤0.01%
323,684
+32,616
1966
$18.1M ﹤0.01%
794,427
+68,980
1967
$18.1M ﹤0.01%
915,565
+137,875
1968
$18.1M ﹤0.01%
198,620
+2,649
1969
$18.1M ﹤0.01%
1,484,615
+114,973
1970
$18.1M ﹤0.01%
448,363
-1,542
1971
$18M ﹤0.01%
486,578
+79,013
1972
$18M ﹤0.01%
510,386
+48,010
1973
$18M ﹤0.01%
203,819
+13,074
1974
$18M ﹤0.01%
395,844
+13,743
1975
$18M ﹤0.01%
1,639,848
-463,220