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
2576
$8.71M ﹤0.01%
723,620
-96,049
2577
$8.7M ﹤0.01%
885,757
+835,757
2578
$8.69M ﹤0.01%
483,557
+48,632
2579
$8.68M ﹤0.01%
299,025
-522
2580
$8.68M ﹤0.01%
326,094
+12,019
2581
$8.68M ﹤0.01%
206,144
-1,591
2582
$8.67M ﹤0.01%
535,318
+35,220
2583
$8.65M ﹤0.01%
182,634
+8,739
2584
$8.65M ﹤0.01%
310,375
+18,668
2585
$8.64M ﹤0.01%
374,342
-93,907
2586
$8.64M ﹤0.01%
85,087
+3,248
2587
$8.63M ﹤0.01%
250,734
-59,555
2588
$8.62M ﹤0.01%
574,937
-256,809
2589
$8.6M ﹤0.01%
408,564
+130,971
2590
$8.6M ﹤0.01%
987,338
-180,545
2591
$8.58M ﹤0.01%
392,864
+21,909
2592
$8.58M ﹤0.01%
69,976
-44,215
2593
$8.58M ﹤0.01%
319,283
+227,492
2594
$8.57M ﹤0.01%
1,301,750
+1,177,593
2595
$8.56M ﹤0.01%
288,965
-190,490
2596
$8.54M ﹤0.01%
1,017,385
+903,743
2597
$8.52M ﹤0.01%
17,999
+4,668
2598
$8.51M ﹤0.01%
278,002
+6,303
2599
$8.49M ﹤0.01%
411,008
+141,861
2600
$8.48M ﹤0.01%
306,802
-13,534