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
2401
$10.7M ﹤0.01%
573,316
-85,387
2402
$10.7M ﹤0.01%
103,619
+14,166
2403
$10.7M ﹤0.01%
115,252
+29,653
2404
$10.7M ﹤0.01%
426,861
+172,628
2405
$10.7M ﹤0.01%
353,907
+74,646
2406
$10.7M ﹤0.01%
690,382
+23,517
2407
$10.7M ﹤0.01%
130,671
+883
2408
$10.6M ﹤0.01%
1,184,709
+40,752
2409
$10.6M ﹤0.01%
32,403
-370
2410
$10.6M ﹤0.01%
147,803
-13,985
2411
$10.6M ﹤0.01%
145,585
-67,207
2412
$10.6M ﹤0.01%
225,122
-169,115
2413
$10.6M ﹤0.01%
413,050
-76,049
2414
$10.6M ﹤0.01%
199,674
-34,857
2415
$10.6M ﹤0.01%
265,094
+7,765
2416
$10.6M ﹤0.01%
75,640
-38,909
2417
$10.5M ﹤0.01%
370,052
+35,606
2418
$10.5M ﹤0.01%
106,649
+3,067
2419
$10.5M ﹤0.01%
113,443
-15,904
2420
$10.5M ﹤0.01%
736,592
-57,625
2421
$10.5M ﹤0.01%
288,657
+20,752
2422
$10.5M ﹤0.01%
1,665,405
-5,433
2423
$10.4M ﹤0.01%
458,117
+13,523
2424
$10.4M ﹤0.01%
71,138
-45,855
2425
$10.4M ﹤0.01%
110,881
-1,317