Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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 7.79%
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
276
$613M 0.06%
6,995,361
+45,888
277
$611M 0.06%
9,885,715
+647,498
278
$598M 0.06%
37,935,282
+548,358
279
$597M 0.06%
3,159,365
-73,333
280
$592M 0.06%
13,751,029
-80,646
281
$588M 0.06%
7,284,710
+631,176
282
$586M 0.06%
2,388,578
+74,766
283
$584M 0.06%
14,679,875
+2,349,116
284
$579M 0.06%
4,308,302
-190,446
285
$574M 0.06%
3,244,780
+79,001
286
$573M 0.06%
13,248,635
-1,701,784
287
$568M 0.06%
1,204,451
-14,031
288
$568M 0.06%
5,921,250
-1,886,096
289
$563M 0.05%
3,114,133
-182,849
290
$560M 0.05%
2,093,963
-297,487
291
$559M 0.05%
6,008,126
-2,499,443
292
$559M 0.05%
5,222,621
+439,576
293
$559M 0.05%
3,229,348
+64,550
294
$556M 0.05%
7,243,144
-250,326
295
$552M 0.05%
2,200,579
+20,546
296
$547M 0.05%
17,079,304
+25,014
297
$547M 0.05%
2,146,741
-979
298
$543M 0.05%
2,562,614
-119,709
299
$543M 0.05%
9,219,118
-7,498,905
300
$541M 0.05%
1,991,367
-39,997