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
3626
$2.42M ﹤0.01%
400,956
+59,690
3627
$2.42M ﹤0.01%
35,680
+2,459
3628
$2.42M ﹤0.01%
8,261
+2,824
3629
$2.42M ﹤0.01%
42,109
+3,340
3630
$2.41M ﹤0.01%
6,759
+536
3631
$2.41M ﹤0.01%
113,181
+9,172
3632
$2.41M ﹤0.01%
108,059
+3,063
3633
$2.4M ﹤0.01%
210,321
+91,042
3634
$2.4M ﹤0.01%
107,312
-2,460
3635
$2.4M ﹤0.01%
450,650
+150,031
3636
$2.4M ﹤0.01%
21,606
+14,153
3637
$2.4M ﹤0.01%
28,218
+8,526
3638
$2.4M ﹤0.01%
73,754
+813
3639
$2.4M ﹤0.01%
18,880
-5,603
3640
$2.4M ﹤0.01%
153,953
+143,725
3641
$2.39M ﹤0.01%
37,912
+2,007
3642
$2.38M ﹤0.01%
104,896
-59,228
3643
$2.38M ﹤0.01%
321,555
+309,141
3644
$2.38M ﹤0.01%
97,268
-76,367
3645
$2.38M ﹤0.01%
276,472
+41,067
3646
$2.37M ﹤0.01%
108,582
+69,145
3647
$2.37M ﹤0.01%
183,950
-3,974
3648
$2.37M ﹤0.01%
64,023
+19,757
3649
$2.37M ﹤0.01%
89,590
-1,306
3650
$2.36M ﹤0.01%
122,193
+24,826