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
2851
$6.26M ﹤0.01%
+625,000
2852
$6.26M ﹤0.01%
447,244
+20,268
2853
$6.24M ﹤0.01%
56,279
+7,847
2854
$6.24M ﹤0.01%
644,408
+377,518
2855
$6.22M ﹤0.01%
4,149,420
-403,491
2856
$6.2M ﹤0.01%
385,244
+56,848
2857
$6.2M ﹤0.01%
93,728
+8,577
2858
$6.19M ﹤0.01%
111,222
+1,148
2859
$6.18M ﹤0.01%
107,045
-4,128
2860
$6.17M ﹤0.01%
379,060
+170,116
2861
$6.17M ﹤0.01%
144,107
-11,212
2862
$6.16M ﹤0.01%
634,999
2863
$6.15M ﹤0.01%
151,823
-342,162
2864
$6.15M ﹤0.01%
308,129
-756,986
2865
$6.14M ﹤0.01%
232,043
-93,651
2866
$6.14M ﹤0.01%
221,852
+15,392
2867
$6.13M ﹤0.01%
472,065
+26,308
2868
$6.13M ﹤0.01%
184,735
-2,136
2869
$6.13M ﹤0.01%
182,954
+223
2870
$6.12M ﹤0.01%
473,402
-48,899
2871
$6.11M ﹤0.01%
84,080
+2,800
2872
$6.1M ﹤0.01%
151,325
+33,352
2873
$6.09M ﹤0.01%
71,712
-1,268
2874
$6.09M ﹤0.01%
455,287
+66,307
2875
$6.09M ﹤0.01%
388,050
+80,274