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
3926
$1.7M ﹤0.01%
+175,081
3927
$1.7M ﹤0.01%
228,894
-114,073
3928
$1.7M ﹤0.01%
67,972
+21,544
3929
$1.7M ﹤0.01%
68,382
+47,461
3930
$1.7M ﹤0.01%
66,517
+10,087
3931
$1.69M ﹤0.01%
40,604
-17,668
3932
$1.69M ﹤0.01%
431,658
-22,446,711
3933
$1.69M ﹤0.01%
62,347
+13,574
3934
$1.68M ﹤0.01%
73,877
+185
3935
$1.68M ﹤0.01%
80,369
-19,718
3936
$1.68M ﹤0.01%
42,787
-18,750
3937
$1.68M ﹤0.01%
81,919
-1,950,308
3938
$1.68M ﹤0.01%
71,993
+67,125
3939
$1.68M ﹤0.01%
170,000
3940
$1.68M ﹤0.01%
738,790
+14,234
3941
$1.68M ﹤0.01%
33,358
-162,737
3942
$1.68M ﹤0.01%
+170,950
3943
$1.67M ﹤0.01%
25,449
+7,802
3944
$1.67M ﹤0.01%
213,703
+63,753
3945
$1.67M ﹤0.01%
77,796
+43,829
3946
$1.67M ﹤0.01%
33,316
-912
3947
$1.67M ﹤0.01%
205,834
+144,322
3948
$1.66M ﹤0.01%
38,801
+17,827
3949
$1.66M ﹤0.01%
85,558
+80,410
3950
$1.66M ﹤0.01%
113,195
-169,788