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
3676
$2.3M ﹤0.01%
75,125
+2,720
3677
$2.3M ﹤0.01%
49,805
+25,652
3678
$2.29M ﹤0.01%
93,873
+2,312
3679
$2.29M ﹤0.01%
285,005
+150,680
3680
$2.28M ﹤0.01%
232,268
-19,453
3681
$2.28M ﹤0.01%
68,997
-69,782
3682
$2.28M ﹤0.01%
+116,484
3683
$2.27M ﹤0.01%
114,093
-486
3684
$2.27M ﹤0.01%
115,897
-4,272
3685
$2.27M ﹤0.01%
228,361
-190
3686
$2.27M ﹤0.01%
141,020
-59,865
3687
$2.26M ﹤0.01%
84,584
-12,472
3688
$2.26M ﹤0.01%
49,152
+3,618
3689
$2.26M ﹤0.01%
140,781
+463
3690
$2.26M ﹤0.01%
64,835
+9,555
3691
$2.25M ﹤0.01%
+42,502
3692
$2.25M ﹤0.01%
35,036
+1,851
3693
$2.24M ﹤0.01%
53,606
-4,535
3694
$2.24M ﹤0.01%
279,737
+58,558
3695
$2.24M ﹤0.01%
39,153
-25,529
3696
$2.24M ﹤0.01%
89,600
+89,500
3697
$2.23M ﹤0.01%
102,343
-95,624
3698
$2.23M ﹤0.01%
226,100
3699
$2.23M ﹤0.01%
306,166
-33,112
3700
$2.23M ﹤0.01%
131,614
-2,528