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
3601
$2.5M ﹤0.01%
44,429
+903
3602
$2.5M ﹤0.01%
72,885
+51,856
3603
$2.5M ﹤0.01%
92,129
+6,326
3604
$2.5M ﹤0.01%
81,931
-23,550
3605
$2.5M ﹤0.01%
77,018
+41,363
3606
$2.49M ﹤0.01%
+257,309
3607
$2.49M ﹤0.01%
29,259
+3,999
3608
$2.48M ﹤0.01%
9,453
-1,214
3609
$2.48M ﹤0.01%
126,114
-39,556
3610
$2.48M ﹤0.01%
65,835
+156
3611
$2.48M ﹤0.01%
14,816
+9,204
3612
$2.48M ﹤0.01%
97,828
+96,650
3613
$2.47M ﹤0.01%
26,051
-2,911
3614
$2.47M ﹤0.01%
13,927
+5,062
3615
$2.47M ﹤0.01%
+250,000
3616
$2.46M ﹤0.01%
24,054
-63,558
3617
$2.46M ﹤0.01%
42,847
+6,331
3618
$2.45M ﹤0.01%
37,649
+26,699
3619
$2.45M ﹤0.01%
34,236
+11,432
3620
$2.45M ﹤0.01%
45,697
-9,113
3621
$2.44M ﹤0.01%
24,140
+4,184
3622
$2.44M ﹤0.01%
137,006
+6,988
3623
$2.44M ﹤0.01%
196,618
+26,353
3624
$2.42M ﹤0.01%
247,998
3625
$2.42M ﹤0.01%
204,858
-29,627