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
3301
$3.65M ﹤0.01%
678,976
+614,052
3302
$3.65M ﹤0.01%
470,705
+130,812
3303
$3.65M ﹤0.01%
66,034
-6,007
3304
$3.65M ﹤0.01%
102,750
+3,028
3305
$3.64M ﹤0.01%
259,018
+253,687
3306
$3.64M ﹤0.01%
137,148
+12,924
3307
$3.64M ﹤0.01%
350,871
+18,395
3308
$3.64M ﹤0.01%
+365,031
3309
$3.63M ﹤0.01%
373,488
+19,575
3310
$3.63M ﹤0.01%
113,770
-29,210
3311
$3.62M ﹤0.01%
134,860
+110,327
3312
$3.61M ﹤0.01%
140,772
-2,118
3313
$3.61M ﹤0.01%
106,939
+26,083
3314
$3.6M ﹤0.01%
33,770
-2,447
3315
$3.6M ﹤0.01%
382,386
-68,590
3316
$3.6M ﹤0.01%
246,663
-481,456
3317
$3.59M ﹤0.01%
72,975
+29,899
3318
$3.59M ﹤0.01%
35,848
+16,648
3319
$3.58M ﹤0.01%
49,960
+1,743
3320
$3.58M ﹤0.01%
86,139
+19,284
3321
$3.57M ﹤0.01%
100,927
-55,953
3322
$3.57M ﹤0.01%
80,000
3323
$3.56M ﹤0.01%
150,000
-250,000
3324
$3.55M ﹤0.01%
217,785
+1,373
3325
$3.54M ﹤0.01%
33,379
-754