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
2601
$8.47M ﹤0.01%
149,921
+15,455
2602
$8.45M ﹤0.01%
364,434
-103,417
2603
$8.44M ﹤0.01%
411,700
-201,889
2604
$8.44M ﹤0.01%
216,168
+12,129
2605
$8.43M ﹤0.01%
288,181
-85,508
2606
$8.4M ﹤0.01%
299,575
-49,869
2607
$8.39M ﹤0.01%
386,180
-14,314
2608
$8.38M ﹤0.01%
565,635
+68,994
2609
$8.38M ﹤0.01%
62,064
-13,209
2610
$8.38M ﹤0.01%
421,808
+10,428
2611
$8.37M ﹤0.01%
98,096
-4,809
2612
$8.36M ﹤0.01%
343,119
+73,531
2613
$8.35M ﹤0.01%
775,544
+105,579
2614
$8.34M ﹤0.01%
262,591
-52,728
2615
$8.34M ﹤0.01%
237,171
-3,580
2616
$8.32M ﹤0.01%
168,502
+134,928
2617
$8.32M ﹤0.01%
152,735
-12,441
2618
$8.32M ﹤0.01%
364,285
+177,319
2619
$8.31M ﹤0.01%
221,039
+123,060
2620
$8.31M ﹤0.01%
845,000
-463
2621
$8.31M ﹤0.01%
56,271
2622
$8.29M ﹤0.01%
101,032
-7,407
2623
$8.26M ﹤0.01%
104,208
-5,157
2624
$8.25M ﹤0.01%
378,167
+33,523
2625
$8.24M ﹤0.01%
169,935
-2,050