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
2476
$9.8M ﹤0.01%
466,355
-347,833
2477
$9.8M ﹤0.01%
200,000
2478
$9.79M ﹤0.01%
624,488
-14,466
2479
$9.77M ﹤0.01%
104,450
+6,380
2480
$9.77M ﹤0.01%
1,002,687
2481
$9.76M ﹤0.01%
261,326
-15,915
2482
$9.75M ﹤0.01%
11,299
-1,681
2483
$9.71M ﹤0.01%
221,581
-95,934
2484
$9.71M ﹤0.01%
+506,819
2485
$9.68M ﹤0.01%
+697,123
2486
$9.66M ﹤0.01%
373,751
+14,984
2487
$9.66M ﹤0.01%
130,373
+24,043
2488
$9.64M ﹤0.01%
259,789
-779
2489
$9.62M ﹤0.01%
224,181
-31,846
2490
$9.61M ﹤0.01%
192,872
-710,529
2491
$9.61M ﹤0.01%
580,748
-20,316
2492
$9.6M ﹤0.01%
388,138
-71,815
2493
$9.6M ﹤0.01%
184,355
-4,729
2494
$9.59M ﹤0.01%
174,020
-2,430
2495
$9.57M ﹤0.01%
980,051
+705,051
2496
$9.55M ﹤0.01%
+958,470
2497
$9.54M ﹤0.01%
397,932
+89,880
2498
$9.53M ﹤0.01%
279,969
+276,700
2499
$9.52M ﹤0.01%
360,557
+344,255
2500
$9.5M ﹤0.01%
905,798
-126,487