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
2701
$7.62M ﹤0.01%
290,468
+20,319
2702
$7.6M ﹤0.01%
136,913
-22,750
2703
$7.59M ﹤0.01%
152,693
-25,517
2704
$7.59M ﹤0.01%
+143,969
2705
$7.57M ﹤0.01%
+41,136
2706
$7.57M ﹤0.01%
190,336
+71,334
2707
$7.55M ﹤0.01%
481,838
-33,495
2708
$7.54M ﹤0.01%
277,271
+23,491
2709
$7.53M ﹤0.01%
300,993
-132,569
2710
$7.51M ﹤0.01%
191,241
-29,754
2711
$7.5M ﹤0.01%
206,701
-53,736
2712
$7.5M ﹤0.01%
169,568
-1,122
2713
$7.49M ﹤0.01%
542,810
+16,441
2714
$7.48M ﹤0.01%
246,585
+104,547
2715
$7.48M ﹤0.01%
256,275
+67,247
2716
$7.46M ﹤0.01%
538,992
-68,383
2717
$7.45M ﹤0.01%
+214,591
2718
$7.44M ﹤0.01%
113,780
-3,312
2719
$7.44M ﹤0.01%
150,000
-50,000
2720
$7.4M ﹤0.01%
82,336
-83,123
2721
$7.4M ﹤0.01%
175,246
-24,136
2722
$7.4M ﹤0.01%
699,380
+590,792
2723
$7.39M ﹤0.01%
2,955,970
+2,912,277
2724
$7.37M ﹤0.01%
290,978
+43,906
2725
$7.36M ﹤0.01%
121,517
-6,650