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
3376
$3.29M ﹤0.01%
+164,560
3377
$3.28M ﹤0.01%
95,271
+60,756
3378
$3.28M ﹤0.01%
172,365
+154,655
3379
$3.28M ﹤0.01%
90,498
+2,809
3380
$3.28M ﹤0.01%
248,607
+54,547
3381
$3.27M ﹤0.01%
101,673
+80,122
3382
$3.27M ﹤0.01%
15,624
-11,347
3383
$3.27M ﹤0.01%
+3,278
3384
$3.27M ﹤0.01%
+1,471
3385
$3.25M ﹤0.01%
174,039
+10,017
3386
$3.25M ﹤0.01%
126,893
-3,966
3387
$3.25M ﹤0.01%
38,395
+33,658
3388
$3.25M ﹤0.01%
57,830
+3,148
3389
$3.25M ﹤0.01%
95,079
+36,584
3390
$3.24M ﹤0.01%
141,506
+14,060
3391
$3.23M ﹤0.01%
100,613
+1,337
3392
$3.22M ﹤0.01%
325,000
3393
$3.22M ﹤0.01%
177,995
+11,308
3394
$3.22M ﹤0.01%
150,946
-188
3395
$3.21M ﹤0.01%
330,249
+200,000
3396
$3.21M ﹤0.01%
194,797
+149,513
3397
$3.21M ﹤0.01%
236,322
-6,861
3398
$3.21M ﹤0.01%
53,575
+37,815
3399
$3.21M ﹤0.01%
65,769
-37,535
3400
$3.21M ﹤0.01%
427,791
-29,669