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
3751
$2.07M ﹤0.01%
225,570
+204,148
3752
$2.07M ﹤0.01%
+210,000
3753
$2.06M ﹤0.01%
78,286
+10,567
3754
$2.06M ﹤0.01%
187,041
+122,267
3755
$2.06M ﹤0.01%
32,496
+16,641
3756
$2.05M ﹤0.01%
88,911
-16,270
3757
$2.05M ﹤0.01%
100,451
-9,658
3758
$2.05M ﹤0.01%
174,201
+42,388
3759
$2.05M ﹤0.01%
88,613
-2,130
3760
$2.05M ﹤0.01%
170,782
+35,491
3761
$2.04M ﹤0.01%
159,786
-1,018
3762
$2.04M ﹤0.01%
100,877
+92,621
3763
$2.04M ﹤0.01%
124,837
+1,709
3764
$2.04M ﹤0.01%
107,128
+31,981
3765
$2.04M ﹤0.01%
159,731
+35,186
3766
$2.03M ﹤0.01%
197,101
+97,088
3767
$2.03M ﹤0.01%
74,599
+23,411
3768
$2.03M ﹤0.01%
69,289
-21,088
3769
$2.03M ﹤0.01%
257,509
+254,509
3770
$2.03M ﹤0.01%
+200,000
3771
$2.03M ﹤0.01%
100,387
+1,295
3772
$2.03M ﹤0.01%
46,391
+27,089
3773
$2.02M ﹤0.01%
16,335
+3,346
3774
$2.02M ﹤0.01%
+200,000
3775
$2.02M ﹤0.01%
96,864
+33,564