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
2501
$9.49M ﹤0.01%
63,396
+759
2502
$9.48M ﹤0.01%
352,400
+26,235
2503
$9.48M ﹤0.01%
388,441
+387,241
2504
$9.48M ﹤0.01%
470,216
+10,612
2505
$9.47M ﹤0.01%
405,925
+377,379
2506
$9.46M ﹤0.01%
121,677
-114,875
2507
$9.45M ﹤0.01%
420,249
+407,771
2508
$9.43M ﹤0.01%
+338,261
2509
$9.39M ﹤0.01%
63,091
+38,486
2510
$9.38M ﹤0.01%
191,550
+27,428
2511
$9.36M ﹤0.01%
443,603
+39,372
2512
$9.35M ﹤0.01%
176,697
+8,703
2513
$9.34M ﹤0.01%
277,167
-2,151
2514
$9.33M ﹤0.01%
284,459
+85,968
2515
$9.33M ﹤0.01%
455,984
+196,212
2516
$9.32M ﹤0.01%
493,818
+58,271
2517
$9.3M ﹤0.01%
101,868
+3,918
2518
$9.29M ﹤0.01%
220,001
+102,704
2519
$9.29M ﹤0.01%
209,084
-96,130
2520
$9.29M ﹤0.01%
230,150
+58,558
2521
$9.29M ﹤0.01%
41,536
+1,716
2522
$9.28M ﹤0.01%
256,695
-444,402
2523
$9.28M ﹤0.01%
434,679
+64,818
2524
$9.28M ﹤0.01%
373,230
+48,168
2525
$9.28M ﹤0.01%
282,180
+145,719