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
2151
$14.6M ﹤0.01%
2,471,146
-590,912
2152
$14.6M ﹤0.01%
507,118
+100,834
2153
$14.6M ﹤0.01%
594,106
+17,522
2154
$14.6M ﹤0.01%
144,811
+7,725
2155
$14.6M ﹤0.01%
284,150
+282,052
2156
$14.5M ﹤0.01%
+156,111
2157
$14.5M ﹤0.01%
735,742
+23,549
2158
$14.5M ﹤0.01%
560,879
-197,623
2159
$14.5M ﹤0.01%
960,782
+50,806
2160
$14.5M ﹤0.01%
1,401,526
-395,260
2161
$14.5M ﹤0.01%
369,168
+23,682
2162
$14.5M ﹤0.01%
210,480
+32,144
2163
$14.5M ﹤0.01%
1,542,707
+534,086
2164
$14.4M ﹤0.01%
386,198
+14,507
2165
$14.4M ﹤0.01%
596,557
-219,794
2166
$14.4M ﹤0.01%
241,295
+30,862
2167
$14.4M ﹤0.01%
308,791
+6,059
2168
$14.4M ﹤0.01%
573,457
-176,549
2169
$14.4M ﹤0.01%
975,615
-62,205
2170
$14.4M ﹤0.01%
115,468
+2,061
2171
$14.3M ﹤0.01%
547,239
-76,277
2172
$14.3M ﹤0.01%
928,638
-51,173
2173
$14.3M ﹤0.01%
95,087
-123,893
2174
$14.3M ﹤0.01%
117,256
-17,391
2175
$14.3M ﹤0.01%
1,469,442
+1,339,220