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
2901
$5.9M ﹤0.01%
96,201
-2,258
2902
$5.9M ﹤0.01%
281,194
+41,635
2903
$5.89M ﹤0.01%
64,103
+2,501
2904
$5.89M ﹤0.01%
237,643
+11,804
2905
$5.89M ﹤0.01%
269,624
+61,590
2906
$5.88M ﹤0.01%
222,836
-82,707
2907
$5.88M ﹤0.01%
61,145
+2,282
2908
$5.87M ﹤0.01%
61,464
+2,518
2909
$5.87M ﹤0.01%
199,868
+60,386
2910
$5.86M ﹤0.01%
+589,178
2911
$5.85M ﹤0.01%
498,814
+22,644
2912
$5.84M ﹤0.01%
259,671
+47,922
2913
$5.84M ﹤0.01%
148,920
+12,243
2914
$5.84M ﹤0.01%
443,651
+52,324
2915
$5.83M ﹤0.01%
11,548
+994
2916
$5.83M ﹤0.01%
57,065
+2,035
2917
$5.83M ﹤0.01%
100,840
+74,789
2918
$5.82M ﹤0.01%
106,890
-326,070
2919
$5.82M ﹤0.01%
184,898
+8,446
2920
$5.82M ﹤0.01%
241,984
-55,647
2921
$5.81M ﹤0.01%
263,242
-23,084
2922
$5.8M ﹤0.01%
298,703
-869,655
2923
$5.79M ﹤0.01%
124,518
+26,522
2924
$5.79M ﹤0.01%
419,120
-3,102
2925
$5.78M ﹤0.01%
184,186
-5,539