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
2776
$6.88M ﹤0.01%
207,094
+96,016
2777
$6.87M ﹤0.01%
139,072
+4,316
2778
$6.87M ﹤0.01%
150,240
-2,617
2779
$6.86M ﹤0.01%
127,533
-66,125
2780
$6.86M ﹤0.01%
171,461
+43,873
2781
$6.86M ﹤0.01%
122,530
-13,627
2782
$6.85M ﹤0.01%
169,880
+14,205
2783
$6.84M ﹤0.01%
287,910
+22,459
2784
$6.84M ﹤0.01%
694,366
2785
$6.84M ﹤0.01%
85,322
+16,686
2786
$6.84M ﹤0.01%
2,219,935
+414,721
2787
$6.84M ﹤0.01%
110,390
+11,810
2788
$6.81M ﹤0.01%
71,530
+12,252
2789
$6.8M ﹤0.01%
125,698
+108,559
2790
$6.8M ﹤0.01%
214,760
+12,637
2791
$6.8M ﹤0.01%
118,752
+2,371
2792
$6.79M ﹤0.01%
457,198
+44,871
2793
$6.78M ﹤0.01%
458,503
-24,533
2794
$6.77M ﹤0.01%
90,797
-53,960
2795
$6.76M ﹤0.01%
128,662
-3,633
2796
$6.74M ﹤0.01%
456,777
-23,630
2797
$6.74M ﹤0.01%
101,244
+22,791
2798
$6.73M ﹤0.01%
111,889
+41,781
2799
$6.72M ﹤0.01%
430,541
-17,893
2800
$6.72M ﹤0.01%
108,579
-1,680