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
3401
$3.21M ﹤0.01%
3,597
+3,497
3402
$3.2M ﹤0.01%
144,256
+59,689
3403
$3.2M ﹤0.01%
57,892
+4,650
3404
$3.2M ﹤0.01%
58,998
+6,187
3405
$3.19M ﹤0.01%
61,715
+5,680
3406
$3.19M ﹤0.01%
103,037
-8,187
3407
$3.19M ﹤0.01%
327,199
+52,199
3408
$3.19M ﹤0.01%
307,202
+10,693
3409
$3.19M ﹤0.01%
48,846
-40,376
3410
$3.18M ﹤0.01%
217,356
-9,777
3411
$3.17M ﹤0.01%
324,998
+250,000
3412
$3.17M ﹤0.01%
1,007,258
+8,004
3413
$3.17M ﹤0.01%
781,962
+37,985
3414
$3.16M ﹤0.01%
222,517
-114,147
3415
$3.16M ﹤0.01%
319,192
-184,517
3416
$3.16M ﹤0.01%
62,287
-25,783
3417
$3.15M ﹤0.01%
345,244
+238,708
3418
$3.15M ﹤0.01%
97,734
-24,497
3419
$3.14M ﹤0.01%
317,599
3420
$3.14M ﹤0.01%
76,937
-5,453
3421
$3.14M ﹤0.01%
103,653
-77,967
3422
$3.13M ﹤0.01%
40,682
-84,459
3423
$3.13M ﹤0.01%
62,825
-308
3424
$3.1M ﹤0.01%
98,428
+23,226
3425
$3.1M ﹤0.01%
241,082
+240,280