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
2926
$5.78M ﹤0.01%
413,730
+28,513
2927
$5.78M ﹤0.01%
206,227
+206,222
2928
$5.78M ﹤0.01%
95,951
+16,821
2929
$5.78M ﹤0.01%
+3,997
2930
$5.78M ﹤0.01%
578,151
2931
$5.77M ﹤0.01%
104,949
+9,383
2932
$5.77M ﹤0.01%
105,009
+4,942
2933
$5.75M ﹤0.01%
128,948
+51,102
2934
$5.75M ﹤0.01%
186,604
+29,600
2935
$5.75M ﹤0.01%
18,749
-4,888
2936
$5.75M ﹤0.01%
73,775
-847
2937
$5.74M ﹤0.01%
149,539
+826
2938
$5.74M ﹤0.01%
146,638
+13,889
2939
$5.74M ﹤0.01%
125,081
-18,573
2940
$5.73M ﹤0.01%
253,528
-432,569
2941
$5.73M ﹤0.01%
181,129
-78,954
2942
$5.73M ﹤0.01%
38,644
+20,622
2943
$5.73M ﹤0.01%
106,157
-399,311
2944
$5.73M ﹤0.01%
1,229,279
+1,132,206
2945
$5.71M ﹤0.01%
113,123
-32,593
2946
$5.71M ﹤0.01%
245,735
-164,550
2947
$5.71M ﹤0.01%
266,723
-10,847
2948
$5.67M ﹤0.01%
110,961
+4,572
2949
$5.66M ﹤0.01%
487,462
-100,791
2950
$5.65M ﹤0.01%
216,505
+12,556