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
2276
$12.7M ﹤0.01%
143,640
+32,938
2277
$12.7M ﹤0.01%
491,728
-247,188
2278
$12.7M ﹤0.01%
882,817
+20,467
2279
$12.7M ﹤0.01%
446,991
-4,268
2280
$12.7M ﹤0.01%
218,642
+46,081
2281
$12.7M ﹤0.01%
445,177
+131,188
2282
$12.6M ﹤0.01%
328,428
-71,385
2283
$12.6M ﹤0.01%
246,193
-173,229
2284
$12.6M ﹤0.01%
122,221
+12,936
2285
$12.5M ﹤0.01%
137,187
-2,627
2286
$12.5M ﹤0.01%
260,269
-11,429
2287
$12.5M ﹤0.01%
293,169
-1,877
2288
$12.4M ﹤0.01%
184,307
-31,068
2289
$12.4M ﹤0.01%
169,386
-252,668
2290
$12.4M ﹤0.01%
555,856
+12,093
2291
$12.4M ﹤0.01%
478,289
+68,701
2292
$12.3M ﹤0.01%
1,280,157
+498,533
2293
$12.3M ﹤0.01%
540,630
+11,689
2294
$12.2M ﹤0.01%
606,584
+93,831
2295
$12.2M ﹤0.01%
570,293
+77,418
2296
$12.2M ﹤0.01%
253,888
-916
2297
$12.2M ﹤0.01%
179,237
-65,019
2298
$12.2M ﹤0.01%
174,112
-2,804
2299
$12.2M ﹤0.01%
845,340
+2,296
2300
$12.2M ﹤0.01%
138,890
-10,870