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
3176
$4.2M ﹤0.01%
423,937
-310
3177
$4.2M ﹤0.01%
+168,786
3178
$4.19M ﹤0.01%
129,995
-2,357
3179
$4.19M ﹤0.01%
162,494
+3,925
3180
$4.17M ﹤0.01%
86,934
-7,902
3181
$4.17M ﹤0.01%
1,205,831
+464,379
3182
$4.17M ﹤0.01%
504,283
+67,742
3183
$4.17M ﹤0.01%
272,552
+21,985
3184
$4.16M ﹤0.01%
293,438
-25,958
3185
$4.15M ﹤0.01%
302,939
+18,318
3186
$4.15M ﹤0.01%
114,457
-12,324
3187
$4.15M ﹤0.01%
89,058
+66,694
3188
$4.15M ﹤0.01%
406,004
-35
3189
$4.13M ﹤0.01%
188,937
+98,760
3190
$4.13M ﹤0.01%
101,022
+11,179
3191
$4.13M ﹤0.01%
105,156
+27,645
3192
$4.13M ﹤0.01%
131,214
-10,338
3193
$4.13M ﹤0.01%
151,407
+1,727
3194
$4.13M ﹤0.01%
1,522,801
+1,447,711
3195
$4.13M ﹤0.01%
137,002
+1,931
3196
$4.11M ﹤0.01%
293,697
+212,618
3197
$4.11M ﹤0.01%
258,361
+49,265
3198
$4.11M ﹤0.01%
+272,876
3199
$4.09M ﹤0.01%
119,607
+61,956
3200
$4.09M ﹤0.01%
510,932
+160,529