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
3151
$4.33M ﹤0.01%
55,522
-4,109
3152
$4.32M ﹤0.01%
48,706
+5,036
3153
$4.31M ﹤0.01%
242,764
-27,230
3154
$4.31M ﹤0.01%
117,444
+30,689
3155
$4.31M ﹤0.01%
204,050
-19,329
3156
$4.29M ﹤0.01%
51,328
+2,400
3157
$4.29M ﹤0.01%
71,302
+51,568
3158
$4.28M ﹤0.01%
64,605
+9,214
3159
$4.28M ﹤0.01%
1,206
+1,048
3160
$4.27M ﹤0.01%
455,812
-21,733
3161
$4.27M ﹤0.01%
54,043
+1,730
3162
$4.27M ﹤0.01%
153,960
-77,493
3163
$4.26M ﹤0.01%
349,615
-3,011
3164
$4.26M ﹤0.01%
257,179
-58,245
3165
$4.25M ﹤0.01%
154,343
+102,011
3166
$4.25M ﹤0.01%
77,743
-18,694
3167
$4.25M ﹤0.01%
175,675
-38,124
3168
$4.24M ﹤0.01%
173,241
-18,421
3169
$4.24M ﹤0.01%
50,567
+7,998
3170
$4.23M ﹤0.01%
38,134
-31,380
3171
$4.23M ﹤0.01%
115,786
-20,576
3172
$4.23M ﹤0.01%
+439,971
3173
$4.22M ﹤0.01%
+431,318
3174
$4.21M ﹤0.01%
51,837
-5,287
3175
$4.2M ﹤0.01%
17,153
-2,459