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
3426
$3.1M ﹤0.01%
23,787
+2,464
3427
$3.1M ﹤0.01%
369,560
+12,262
3428
$3.09M ﹤0.01%
306,374
3429
$3.09M ﹤0.01%
334,424
+215,447
3430
$3.09M ﹤0.01%
315,096
3431
$3.08M ﹤0.01%
161,008
-13,492
3432
$3.08M ﹤0.01%
491,028
+414,297
3433
$3.08M ﹤0.01%
179,350
-101,487
3434
$3.08M ﹤0.01%
65,709
+21,763
3435
$3.07M ﹤0.01%
89,699
+10,739
3436
$3.07M ﹤0.01%
339,311
+225,178
3437
$3.07M ﹤0.01%
+10,833
3438
$3.06M ﹤0.01%
142,549
+9,941
3439
$3.06M ﹤0.01%
154,663
-1,273
3440
$3.06M ﹤0.01%
54,199
-13,173
3441
$3.06M ﹤0.01%
100,823
+52,813
3442
$3.06M ﹤0.01%
25,574
+1,258
3443
$3.05M ﹤0.01%
182,348
-2,987
3444
$3.05M ﹤0.01%
24,300
-912
3445
$3.05M ﹤0.01%
216,606
-18,375
3446
$3.04M ﹤0.01%
40,472
+8,447
3447
$3.04M ﹤0.01%
173,242
+13,774
3448
$3.04M ﹤0.01%
67,267
+13,861
3449
$3.04M ﹤0.01%
194,089
-42,004
3450
$3.03M ﹤0.01%
300,000