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
3201
$4.08M ﹤0.01%
69,953
-618
3202
$4.08M ﹤0.01%
201,228
+5,972
3203
$4.08M ﹤0.01%
786,148
+683,712
3204
$4.08M ﹤0.01%
69,756
+5,869
3205
$4.07M ﹤0.01%
55,570
+111
3206
$4.07M ﹤0.01%
203,152
+10,902
3207
$4.06M ﹤0.01%
60,480
+17,688
3208
$4.06M ﹤0.01%
365,496
-85,334
3209
$4.06M ﹤0.01%
106,812
-6,784
3210
$4.05M ﹤0.01%
251,215
-19,106
3211
$4.04M ﹤0.01%
120,614
-225,477
3212
$4.04M ﹤0.01%
37,900
+34,360
3213
$4.03M ﹤0.01%
570,615
+289,982
3214
$4.03M ﹤0.01%
151,730
+51,814
3215
$4.03M ﹤0.01%
24,001
+7,116
3216
$4.03M ﹤0.01%
45,448
-139,392
3217
$4.03M ﹤0.01%
61,744
+45,712
3218
$4.03M ﹤0.01%
74,189
+3,375
3219
$4.02M ﹤0.01%
120,833
+19,928
3220
$4.02M ﹤0.01%
269,634
+211,768
3221
$4.02M ﹤0.01%
122,954
+75,246
3222
$4.02M ﹤0.01%
157,468
+62,610
3223
$4.01M ﹤0.01%
156,114
-35,268
3224
$4.01M ﹤0.01%
84,854
+73,030
3225
$4M ﹤0.01%
43,857
+9,345