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
2976
$5.45M ﹤0.01%
93,777
-27,004
2977
$5.44M ﹤0.01%
169,209
+13,293
2978
$5.43M ﹤0.01%
+15,773
2979
$5.42M ﹤0.01%
556,188
2980
$5.41M ﹤0.01%
88,388
+82
2981
$5.41M ﹤0.01%
356,477
+22,380
2982
$5.36M ﹤0.01%
252,863
-37,615
2983
$5.36M ﹤0.01%
75,998
+7,350
2984
$5.34M ﹤0.01%
334,683
-53,926
2985
$5.33M ﹤0.01%
335,577
+215,702
2986
$5.32M ﹤0.01%
1,422,359
-8,638
2987
$5.3M ﹤0.01%
124,572
-4,440
2988
$5.29M ﹤0.01%
1,163,235
+1,062,051
2989
$5.29M ﹤0.01%
129,395
-160,737
2990
$5.29M ﹤0.01%
313,795
-7,502
2991
$5.29M ﹤0.01%
120,259
+15,040
2992
$5.28M ﹤0.01%
73,822
+4,240
2993
$5.27M ﹤0.01%
92,769
-10,902
2994
$5.25M ﹤0.01%
211,575
+54,067
2995
$5.25M ﹤0.01%
106,976
-1,335
2996
$5.24M ﹤0.01%
534,839
+434,839
2997
$5.22M ﹤0.01%
36,489
+5,295
2998
$5.22M ﹤0.01%
519,500
+5,500
2999
$5.21M ﹤0.01%
106,071
+51,834
3000
$5.21M ﹤0.01%
42,334
-9,284