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
2351
$11.3M ﹤0.01%
163,060
-5,342
2352
$11.3M ﹤0.01%
701,365
+72,779
2353
$11.3M ﹤0.01%
787,850
+76,478
2354
$11.3M ﹤0.01%
319,952
-30,065
2355
$11.3M ﹤0.01%
447,201
+25,123
2356
$11.3M ﹤0.01%
1,315,699
-931,524
2357
$11.3M ﹤0.01%
408,364
+1,469
2358
$11.3M ﹤0.01%
534,157
+107,592
2359
$11.3M ﹤0.01%
219,138
-13,332
2360
$11.3M ﹤0.01%
61,126
+8,958
2361
$11.2M ﹤0.01%
263,671
+140,263
2362
$11.2M ﹤0.01%
293,091
+22,690
2363
$11.2M ﹤0.01%
659,026
+102,616
2364
$11.2M ﹤0.01%
1,147,868
+210,291
2365
$11.1M ﹤0.01%
149,527
-726
2366
$11.1M ﹤0.01%
1,146,866
-262,402
2367
$11.1M ﹤0.01%
375,300
-56,241
2368
$11.1M ﹤0.01%
139,208
-19,941
2369
$11.1M ﹤0.01%
3,049,413
-124,852
2370
$11.1M ﹤0.01%
170,088
-17,341
2371
$11.1M ﹤0.01%
100,730
-5,273
2372
$11.1M ﹤0.01%
220,537
-6,947
2373
$11.1M ﹤0.01%
544,090
+100,190
2374
$11.1M ﹤0.01%
219,239
+103,638
2375
$11M ﹤0.01%
627,005
-38,045