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
3476
$2.96M ﹤0.01%
84,128
-27,941
3477
$2.95M ﹤0.01%
50,999
-6,576
3478
$2.94M ﹤0.01%
56,059
+6,530
3479
$2.94M ﹤0.01%
299,551
3480
$2.94M ﹤0.01%
297,037
3481
$2.93M ﹤0.01%
171,175
+144,668
3482
$2.93M ﹤0.01%
126,193
-5,196
3483
$2.93M ﹤0.01%
233,512
-299,088
3484
$2.93M ﹤0.01%
36,663
+8,418
3485
$2.92M ﹤0.01%
67,856
-36,239
3486
$2.9M ﹤0.01%
166,307
-2,417
3487
$2.9M ﹤0.01%
78,383
-12,297
3488
$2.89M ﹤0.01%
137,899
+132,245
3489
$2.89M ﹤0.01%
100,000
3490
$2.88M ﹤0.01%
60,126
+76
3491
$2.87M ﹤0.01%
52,802
+16,344
3492
$2.87M ﹤0.01%
253,655
+160,180
3493
$2.87M ﹤0.01%
68,248
-22,499
3494
$2.87M ﹤0.01%
93,797
-256
3495
$2.87M ﹤0.01%
8,812
+4,830
3496
$2.86M ﹤0.01%
316,268
+2,553
3497
$2.85M ﹤0.01%
186,584
+183,858
3498
$2.85M ﹤0.01%
281,722
-329,200
3499
$2.85M ﹤0.01%
29,867
+1,043
3500
$2.84M ﹤0.01%
38,699
-19,836