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
2951
$5.64M ﹤0.01%
113,998
+24,172
2952
$5.61M ﹤0.01%
153,233
-126,848
2953
$5.6M ﹤0.01%
194,524
+145,839
2954
$5.6M ﹤0.01%
14,691
-47,353
2955
$5.59M ﹤0.01%
353,513
+12,834
2956
$5.58M ﹤0.01%
235,842
-5,354
2957
$5.58M ﹤0.01%
572,522
2958
$5.58M ﹤0.01%
235,334
-144,991
2959
$5.57M ﹤0.01%
1,070,917
-10,361
2960
$5.57M ﹤0.01%
233,205
-3,830
2961
$5.56M ﹤0.01%
196,824
+119,411
2962
$5.56M ﹤0.01%
106,857
+64,077
2963
$5.56M ﹤0.01%
92,816
+3,397
2964
$5.55M ﹤0.01%
74,431
+18,624
2965
$5.53M ﹤0.01%
92,265
-5,571
2966
$5.53M ﹤0.01%
+550,900
2967
$5.52M ﹤0.01%
176,466
+8,901
2968
$5.52M ﹤0.01%
752,331
-63,691
2969
$5.52M ﹤0.01%
151,327
-60,441
2970
$5.52M ﹤0.01%
55,127
+22,703
2971
$5.51M ﹤0.01%
110,442
+20,464
2972
$5.5M ﹤0.01%
176,181
+39,655
2973
$5.48M ﹤0.01%
111,607
+5,745
2974
$5.48M ﹤0.01%
107,607
+98,546
2975
$5.46M ﹤0.01%
182,477
+12,643