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
3501
$2.84M ﹤0.01%
291,795
3502
$2.84M ﹤0.01%
76,711
-2,243
3503
$2.84M ﹤0.01%
131,739
+8,214
3504
$2.83M ﹤0.01%
32,798
+10,903
3505
$2.83M ﹤0.01%
224,376
+174,698
3506
$2.83M ﹤0.01%
240,257
+21,100
3507
$2.82M ﹤0.01%
154,003
+21,118
3508
$2.82M ﹤0.01%
64,580
+14,695
3509
$2.81M ﹤0.01%
190,552
+429
3510
$2.81M ﹤0.01%
40,575
+7,891
3511
$2.81M ﹤0.01%
285,444
+35,444
3512
$2.81M ﹤0.01%
311,224
+54,920
3513
$2.81M ﹤0.01%
180,125
-1,059
3514
$2.81M ﹤0.01%
88,237
+12,390
3515
$2.8M ﹤0.01%
83,230
-4,853
3516
$2.8M ﹤0.01%
284,959
3517
$2.8M ﹤0.01%
76,895
+5,810
3518
$2.8M ﹤0.01%
137,144
+91,730
3519
$2.8M ﹤0.01%
555,114
+155,081
3520
$2.78M ﹤0.01%
61,398
+17,122
3521
$2.78M ﹤0.01%
172,762
+44,537
3522
$2.78M ﹤0.01%
58,702
+51,600
3523
$2.78M ﹤0.01%
71,417
+1,253
3524
$2.77M ﹤0.01%
112,070
-2,595
3525
$2.77M ﹤0.01%
79,330
+22,672