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
3351
$3.4M ﹤0.01%
77,355
-5,668
3352
$3.39M ﹤0.01%
275,095
-42,611
3353
$3.39M ﹤0.01%
316,187
+2,021
3354
$3.38M ﹤0.01%
349,900
+100,000
3355
$3.37M ﹤0.01%
360,337
-110,443
3356
$3.37M ﹤0.01%
75,688
+46,765
3357
$3.36M ﹤0.01%
65,345
-47
3358
$3.36M ﹤0.01%
132,237
+118,710
3359
$3.35M ﹤0.01%
41,298
-55,488
3360
$3.35M ﹤0.01%
139,641
-9,425
3361
$3.34M ﹤0.01%
43,685
-48,541
3362
$3.34M ﹤0.01%
168,544
-43,734
3363
$3.34M ﹤0.01%
223,916
-89,033
3364
$3.33M ﹤0.01%
57,860
-63,806
3365
$3.33M ﹤0.01%
9,768
+3,801
3366
$3.33M ﹤0.01%
160,468
+130,553
3367
$3.33M ﹤0.01%
292,969
+106,643
3368
$3.33M ﹤0.01%
107,581
+24,985
3369
$3.31M ﹤0.01%
155,220
-1,092
3370
$3.3M ﹤0.01%
324,682
-16,482
3371
$3.3M ﹤0.01%
181,022
+102,700
3372
$3.29M ﹤0.01%
46,255
+3,588
3373
$3.29M ﹤0.01%
206,213
-56,534
3374
$3.29M ﹤0.01%
18,897
+800
3375
$3.29M ﹤0.01%
280,248
+129,116