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
2651
$8.02M ﹤0.01%
343,678
-31,996
2652
$8.01M ﹤0.01%
261,820
+68,986
2653
$8.01M ﹤0.01%
142,863
-165,550
2654
$8M ﹤0.01%
254,114
+9,303
2655
$7.97M ﹤0.01%
181,172
+2,218
2656
$7.97M ﹤0.01%
53,796
-28,435
2657
$7.97M ﹤0.01%
129,714
+18,158
2658
$7.97M ﹤0.01%
377,750
+232,559
2659
$7.95M ﹤0.01%
528,379
+27,558
2660
$7.93M ﹤0.01%
147,234
+81,228
2661
$7.93M ﹤0.01%
126,133
-21,535
2662
$7.92M ﹤0.01%
315,403
+31,924
2663
$7.92M ﹤0.01%
501,350
+481,167
2664
$7.92M ﹤0.01%
322,751
+4,254
2665
$7.92M ﹤0.01%
215,521
+5,566
2666
$7.91M ﹤0.01%
318,274
-142,378
2667
$7.9M ﹤0.01%
339,613
+36,280
2668
$7.89M ﹤0.01%
324,653
+16,711
2669
$7.89M ﹤0.01%
346,143
+155,340
2670
$7.89M ﹤0.01%
77,977
-1,618
2671
$7.89M ﹤0.01%
219,607
+16,325
2672
$7.88M ﹤0.01%
1,150,454
+30,133
2673
$7.87M ﹤0.01%
129,027
+25,189
2674
$7.86M ﹤0.01%
328,683
+69,193
2675
$7.86M ﹤0.01%
400,757
+29,467