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
3051
$4.88M ﹤0.01%
378,759
-3,955
3052
$4.88M ﹤0.01%
341,175
+18,867
3053
$4.87M ﹤0.01%
526,809
-5,454
3054
$4.87M ﹤0.01%
280,477
+14,593
3055
$4.86M ﹤0.01%
+491,625
3056
$4.85M ﹤0.01%
522,669
-1,730,139
3057
$4.84M ﹤0.01%
218,139
+12,559
3058
$4.84M ﹤0.01%
211,271
+30,531
3059
$4.84M ﹤0.01%
118,124
-9,985
3060
$4.83M ﹤0.01%
45,979
+26,783
3061
$4.82M ﹤0.01%
+83,299
3062
$4.82M ﹤0.01%
65,949
-18,960
3063
$4.81M ﹤0.01%
343,532
-59,477
3064
$4.81M ﹤0.01%
784,329
+114,813
3065
$4.8M ﹤0.01%
68,321
+18,278
3066
$4.79M ﹤0.01%
562,268
+13,015
3067
$4.79M ﹤0.01%
173,545
+289
3068
$4.79M ﹤0.01%
487,293
3069
$4.78M ﹤0.01%
+36,988
3070
$4.78M ﹤0.01%
152,828
-50,875
3071
$4.77M ﹤0.01%
236,543
+25,119
3072
$4.77M ﹤0.01%
197,684
-2,438
3073
$4.77M ﹤0.01%
275,229
+8,554
3074
$4.76M ﹤0.01%
165,680
-12,110
3075
$4.75M ﹤0.01%
297,962
+52,916