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
3101
$4.63M ﹤0.01%
258,747
-333,241
3102
$4.63M ﹤0.01%
39,853
+4,274
3103
$4.62M ﹤0.01%
141,220
-53,000
3104
$4.62M ﹤0.01%
124,428
+7,520
3105
$4.62M ﹤0.01%
290,729
-31,288
3106
$4.61M ﹤0.01%
1,055,882
+640,599
3107
$4.61M ﹤0.01%
239,092
+64,777
3108
$4.61M ﹤0.01%
302,589
+23,616
3109
$4.61M ﹤0.01%
48,863
+28,121
3110
$4.6M ﹤0.01%
393,039
-4,570
3111
$4.6M ﹤0.01%
72,420
+36,414
3112
$4.59M ﹤0.01%
88,887
+8,326
3113
$4.58M ﹤0.01%
170,433
+23,447
3114
$4.58M ﹤0.01%
203,639
+36,883
3115
$4.58M ﹤0.01%
468,000
3116
$4.57M ﹤0.01%
162,310
+4,669
3117
$4.56M ﹤0.01%
165,063
+32,493
3118
$4.55M ﹤0.01%
361,248
-54,403
3119
$4.55M ﹤0.01%
469,032
+52,595
3120
$4.54M ﹤0.01%
460,000
+400,000
3121
$4.54M ﹤0.01%
335,561
+96,846
3122
$4.54M ﹤0.01%
322,762
+251,995
3123
$4.54M ﹤0.01%
163,174
-1,572
3124
$4.54M ﹤0.01%
97,353
+93,071
3125
$4.51M ﹤0.01%
758,764
-55,634