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
2751
$7.09M ﹤0.01%
241,210
+14,142
2752
$7.09M ﹤0.01%
446,001
+51,808
2753
$7.08M ﹤0.01%
253,650
+40,881
2754
$7.07M ﹤0.01%
11,223
-1,303
2755
$7.06M ﹤0.01%
532,526
+4,787
2756
$7.04M ﹤0.01%
409,237
-8,297
2757
$7.04M ﹤0.01%
647,287
-5,058
2758
$7.03M ﹤0.01%
449,177
+75,411
2759
$7.01M ﹤0.01%
115,501
-5,021
2760
$6.99M ﹤0.01%
712,184
2761
$6.99M ﹤0.01%
354,251
-8,492
2762
$6.99M ﹤0.01%
176,908
+12,923
2763
$6.98M ﹤0.01%
197,350
+117,533
2764
$6.97M ﹤0.01%
152,012
+5,286
2765
$6.96M ﹤0.01%
+23,066
2766
$6.95M ﹤0.01%
803,938
-1,720,853
2767
$6.94M ﹤0.01%
34,746
+26,000
2768
$6.94M ﹤0.01%
708,123
2769
$6.93M ﹤0.01%
133,014
+59,533
2770
$6.93M ﹤0.01%
77,957
+27,935
2771
$6.9M ﹤0.01%
148,634
+30,936
2772
$6.9M ﹤0.01%
50,226
+3,736
2773
$6.89M ﹤0.01%
123,195
+55,060
2774
$6.89M ﹤0.01%
126,231
-11,161
2775
$6.89M ﹤0.01%
84,192
+11,762