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
3026
$5.05M ﹤0.01%
41,980
+4,149
3027
$5.05M ﹤0.01%
96,815
-636
3028
$5.03M ﹤0.01%
172,475
+48,615
3029
$5.03M ﹤0.01%
39,952
+20,348
3030
$5.03M ﹤0.01%
120,840
-27,236
3031
$5.03M ﹤0.01%
116,369
-58,265
3032
$5M ﹤0.01%
391,006
-15,373
3033
$4.99M ﹤0.01%
53,441
+14,233
3034
$4.98M ﹤0.01%
227,476
+643
3035
$4.97M ﹤0.01%
490,189
+140,200
3036
$4.97M ﹤0.01%
60,488
-14,093
3037
$4.97M ﹤0.01%
279,815
+25,191
3038
$4.95M ﹤0.01%
49,659
+3,284
3039
$4.95M ﹤0.01%
222,604
+138,675
3040
$4.94M ﹤0.01%
207,644
-832,099
3041
$4.94M ﹤0.01%
356,684
-224,960
3042
$4.94M ﹤0.01%
499,388
3043
$4.93M ﹤0.01%
216,179
-164,156
3044
$4.92M ﹤0.01%
266,493
3045
$4.91M ﹤0.01%
250,000
3046
$4.91M ﹤0.01%
458,540
-175,823
3047
$4.91M ﹤0.01%
+500,000
3048
$4.89M ﹤0.01%
500,567
3049
$4.88M ﹤0.01%
345,443
-244,964
3050
$4.88M ﹤0.01%
24,470