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
3901
$1.76M ﹤0.01%
52,802
+28,534
3902
$1.75M ﹤0.01%
74,732
+23,722
3903
$1.75M ﹤0.01%
34,921
+800
3904
$1.75M ﹤0.01%
227,666
-127,102
3905
$1.75M ﹤0.01%
79,935
-570
3906
$1.74M ﹤0.01%
206,838
+21,182
3907
$1.74M ﹤0.01%
192,483
+92,856
3908
$1.74M ﹤0.01%
175,475
3909
$1.74M ﹤0.01%
127,942
-78,057
3910
$1.73M ﹤0.01%
116,430
+80,217
3911
$1.73M ﹤0.01%
346,369
+4,759
3912
$1.73M ﹤0.01%
104,071
-245
3913
$1.73M ﹤0.01%
8,123
+6,047
3914
$1.72M ﹤0.01%
100,371
+85,098
3915
$1.72M ﹤0.01%
46,975
-27,489
3916
$1.72M ﹤0.01%
159,824
+9,677
3917
$1.72M ﹤0.01%
356,728
-344,840
3918
$1.72M ﹤0.01%
254,568
-63,475
3919
$1.72M ﹤0.01%
112,687
+20,609
3920
$1.71M ﹤0.01%
189,727
-22,078
3921
$1.71M ﹤0.01%
170,648
-2,000
3922
$1.71M ﹤0.01%
57,486
+1,550
3923
$1.71M ﹤0.01%
73,819
+46,850
3924
$1.7M ﹤0.01%
35,983
+472
3925
$1.7M ﹤0.01%
62,516
+10,577