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
2076
$15.9M ﹤0.01%
505,426
-8,721
2077
$15.9M ﹤0.01%
135,720
-71,709
2078
$15.9M ﹤0.01%
337,601
+27,026
2079
$15.9M ﹤0.01%
444,277
-43,740
2080
$15.9M ﹤0.01%
511,370
-444,060
2081
$15.9M ﹤0.01%
189,726
+9,157
2082
$15.8M ﹤0.01%
1,124,006
-5,858
2083
$15.8M ﹤0.01%
210,576
-22,164
2084
$15.8M ﹤0.01%
598,069
+158,710
2085
$15.7M ﹤0.01%
64,311
-6,204
2086
$15.7M ﹤0.01%
1,341,552
-236,593
2087
$15.7M ﹤0.01%
629,156
-111,284
2088
$15.7M ﹤0.01%
316,067
+10,300
2089
$15.7M ﹤0.01%
306,429
+82,443
2090
$15.7M ﹤0.01%
279,288
+14,025
2091
$15.7M ﹤0.01%
1,336,492
+2,735
2092
$15.6M ﹤0.01%
325,262
+13,324
2093
$15.6M ﹤0.01%
154,421
+30,982
2094
$15.6M ﹤0.01%
387,861
-23,435
2095
$15.6M ﹤0.01%
534,919
+52,661
2096
$15.6M ﹤0.01%
286,762
+19,061
2097
$15.6M ﹤0.01%
+535,390
2098
$15.6M ﹤0.01%
282,122
+19,103
2099
$15.6M ﹤0.01%
901,814
+53,201
2100
$15.6M ﹤0.01%
1,290,908
-62,699