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
3251
$3.87M ﹤0.01%
81,986
+42,483
3252
$3.86M ﹤0.01%
277,777
+6,756
3253
$3.86M ﹤0.01%
+396,559
3254
$3.85M ﹤0.01%
26,441
-40,685
3255
$3.85M ﹤0.01%
260,475
+25,521
3256
$3.85M ﹤0.01%
151,646
+19,152
3257
$3.84M ﹤0.01%
411,193
+20,162
3258
$3.84M ﹤0.01%
288,686
+22,779
3259
$3.83M ﹤0.01%
149,719
+18,783
3260
$3.83M ﹤0.01%
1,222,821
-339,701
3261
$3.83M ﹤0.01%
+149,252
3262
$3.83M ﹤0.01%
170,074
+4,135
3263
$3.82M ﹤0.01%
391,000
3264
$3.82M ﹤0.01%
204,407
+68,557
3265
$3.82M ﹤0.01%
330,462
+12,258
3266
$3.81M ﹤0.01%
256,085
+5,977
3267
$3.81M ﹤0.01%
42,265
+1,981
3268
$3.81M ﹤0.01%
713,208
-1,184,389
3269
$3.81M ﹤0.01%
118,608
+51,136
3270
$3.8M ﹤0.01%
372,700
+99,335
3271
$3.8M ﹤0.01%
90,664
+19,762
3272
$3.8M ﹤0.01%
156,814
-1,903
3273
$3.8M ﹤0.01%
38,124
3274
$3.78M ﹤0.01%
216,232
+39,284
3275
$3.78M ﹤0.01%
115,593
+1,442