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
3276
$3.77M ﹤0.01%
72,716
+3,956
3277
$3.76M ﹤0.01%
205,270
+16,867
3278
$3.75M ﹤0.01%
244,831
-33,130
3279
$3.75M ﹤0.01%
238,740
+24,396
3280
$3.74M ﹤0.01%
74,208
-932
3281
$3.74M ﹤0.01%
149,235
+29,240
3282
$3.73M ﹤0.01%
92,966
+46,133
3283
$3.73M ﹤0.01%
258,961
+7,013
3284
$3.72M ﹤0.01%
+386,714
3285
$3.72M ﹤0.01%
374,362
+62
3286
$3.71M ﹤0.01%
96,416
+11,843
3287
$3.71M ﹤0.01%
161,625
+44,346
3288
$3.71M ﹤0.01%
103,829
+20,236
3289
$3.7M ﹤0.01%
46,660
-422
3290
$3.69M ﹤0.01%
378,038
-3,262
3291
$3.69M ﹤0.01%
102,125
+8,322
3292
$3.68M ﹤0.01%
64,305
+10,183
3293
$3.67M ﹤0.01%
87,332
-17,449
3294
$3.67M ﹤0.01%
34,750
-25,799
3295
$3.67M ﹤0.01%
40,321
-2,936
3296
$3.66M ﹤0.01%
123,177
-41,505
3297
$3.66M ﹤0.01%
357,188
+111,997
3298
$3.66M ﹤0.01%
54,873
+20,959
3299
$3.65M ﹤0.01%
246,969
-20,602
3300
$3.65M ﹤0.01%
94,437
+68,077