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
3226
$4M ﹤0.01%
56,653
+38,211
3227
$4M ﹤0.01%
+400,000
3228
$4M ﹤0.01%
152,791
+12,882
3229
$3.99M ﹤0.01%
124,082
+1,616
3230
$3.98M ﹤0.01%
406,542
-24,909
3231
$3.97M ﹤0.01%
80,708
+1,702
3232
$3.96M ﹤0.01%
131,609
+23,202
3233
$3.96M ﹤0.01%
166,797
-9,498
3234
$3.95M ﹤0.01%
400,000
+350,000
3235
$3.95M ﹤0.01%
149,912
+66,726
3236
$3.95M ﹤0.01%
387,542
-264,126
3237
$3.94M ﹤0.01%
97,472
+28,802
3238
$3.93M ﹤0.01%
381,265
+196,896
3239
$3.93M ﹤0.01%
92,647
+27,428
3240
$3.93M ﹤0.01%
281,855
-113,255
3241
$3.92M ﹤0.01%
+400,000
3242
$3.92M ﹤0.01%
55,068
+13,551
3243
$3.91M ﹤0.01%
254,029
-410,370
3244
$3.9M ﹤0.01%
209,369
+200,869
3245
$3.9M ﹤0.01%
170,526
+26,783
3246
$3.89M ﹤0.01%
131,463
-124,383
3247
$3.89M ﹤0.01%
332,127
-13,010
3248
$3.88M ﹤0.01%
196,993
+25,046
3249
$3.88M ﹤0.01%
215,097
-19,181
3250
$3.88M ﹤0.01%
267,442
+4,725