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
2826
$6.48M ﹤0.01%
893,755
+224,078
2827
$6.48M ﹤0.01%
350,953
+37,614
2828
$6.46M ﹤0.01%
401,751
+69,375
2829
$6.46M ﹤0.01%
351,906
+33,722
2830
$6.46M ﹤0.01%
202,196
-56,281
2831
$6.45M ﹤0.01%
53,968
+3,516
2832
$6.44M ﹤0.01%
439,716
+42,053
2833
$6.44M ﹤0.01%
94,325
+11,949
2834
$6.44M ﹤0.01%
662,663
+502,663
2835
$6.43M ﹤0.01%
383,930
+18,745
2836
$6.43M ﹤0.01%
48,310
+48,202
2837
$6.42M ﹤0.01%
79,302
+7,132
2838
$6.42M ﹤0.01%
202,810
+5,215
2839
$6.42M ﹤0.01%
312,056
+120,657
2840
$6.42M ﹤0.01%
1,446,582
+1,130,260
2841
$6.41M ﹤0.01%
+643,909
2842
$6.38M ﹤0.01%
494,262
+49,060
2843
$6.35M ﹤0.01%
653,401
-45,938
2844
$6.35M ﹤0.01%
98,471
-14,026
2845
$6.34M ﹤0.01%
83,931
-20,797
2846
$6.32M ﹤0.01%
164,517
+14,435
2847
$6.3M ﹤0.01%
120,448
+37,644
2848
$6.29M ﹤0.01%
436,547
+16,058
2849
$6.29M ﹤0.01%
+643,759
2850
$6.26M ﹤0.01%
100,971
+34,365