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
2201
$13.8M ﹤0.01%
46,572
+45,223
2202
$13.7M ﹤0.01%
258,171
+69,935
2203
$13.7M ﹤0.01%
494,713
+21,561
2204
$13.7M ﹤0.01%
389,227
-61,309
2205
$13.7M ﹤0.01%
588,889
+242,080
2206
$13.6M ﹤0.01%
252,275
-24,577
2207
$13.6M ﹤0.01%
522,009
+14,768
2208
$13.6M ﹤0.01%
342,921
-7,961
2209
$13.6M ﹤0.01%
547,638
-3,605
2210
$13.6M ﹤0.01%
1,036,280
-497,080
2211
$13.5M ﹤0.01%
50,623
+25,952
2212
$13.5M ﹤0.01%
270,110
+269,723
2213
$13.5M ﹤0.01%
99,976
+5,898
2214
$13.5M ﹤0.01%
399,680
+31,642
2215
$13.5M ﹤0.01%
398,321
+24,779
2216
$13.5M ﹤0.01%
2,177,259
+87,751
2217
$13.5M ﹤0.01%
19,550
+15,244
2218
$13.5M ﹤0.01%
250,937
-101,409
2219
$13.5M ﹤0.01%
1,090,063
-411,526
2220
$13.4M ﹤0.01%
409,417
+16,472
2221
$13.4M ﹤0.01%
294,733
+63,094
2222
$13.4M ﹤0.01%
3,443,221
+427,518
2223
$13.4M ﹤0.01%
362,733
+33,476
2224
$13.4M ﹤0.01%
324,163
-15,499
2225
$13.4M ﹤0.01%
4,857,479
+2,635,158