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
3801
$1.96M ﹤0.01%
27,119
-40,721
3802
$1.96M ﹤0.01%
200,000
3803
$1.95M ﹤0.01%
4,955
+2,509
3804
$1.95M ﹤0.01%
400
3805
$1.95M ﹤0.01%
317,460
+84,085
3806
$1.95M ﹤0.01%
200,000
3807
$1.95M ﹤0.01%
26,210
+26,159
3808
$1.95M ﹤0.01%
196,159
-12,640
3809
$1.94M ﹤0.01%
200,000
-120,611
3810
$1.94M ﹤0.01%
177,176
+13,015
3811
$1.94M ﹤0.01%
36,756
+5,199
3812
$1.94M ﹤0.01%
27,939
+15,303
3813
$1.94M ﹤0.01%
34,309
+7,749
3814
$1.94M ﹤0.01%
197,642
3815
$1.94M ﹤0.01%
68,097
+56,475
3816
$1.93M ﹤0.01%
+199,631
3817
$1.93M ﹤0.01%
169,353
-35,177
3818
$1.93M ﹤0.01%
318,646
-1,010,411
3819
$1.93M ﹤0.01%
+120,849
3820
$1.92M ﹤0.01%
72,267
+1,696
3821
$1.92M ﹤0.01%
225,448
+130,142
3822
$1.92M ﹤0.01%
67,375
-11,832
3823
$1.92M ﹤0.01%
33,527
+2,831
3824
$1.92M ﹤0.01%
87,447
+74,824
3825
$1.91M ﹤0.01%
124,748
-33,361