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
3951
$1.66M ﹤0.01%
194,230
-1,289,371
3952
$1.66M ﹤0.01%
8,168
-3,450
3953
$1.65M ﹤0.01%
72,038
+13,581
3954
$1.65M ﹤0.01%
31,700
+4,843
3955
$1.65M ﹤0.01%
240,308
+104,990
3956
$1.65M ﹤0.01%
167,846
3957
$1.64M ﹤0.01%
91,967
+8,493
3958
$1.64M ﹤0.01%
16,991
+1,263
3959
$1.64M ﹤0.01%
49,227
+7,150
3960
$1.64M ﹤0.01%
166,523
3961
$1.64M ﹤0.01%
10,490
-2,884
3962
$1.64M ﹤0.01%
37,514
+13,154
3963
$1.64M ﹤0.01%
116,993
+107,803
3964
$1.63M ﹤0.01%
45,478
+27,049
3965
$1.63M ﹤0.01%
98,084
+33,606
3966
$1.63M ﹤0.01%
+50,837
3967
$1.62M ﹤0.01%
27,628
+4,710
3968
$1.61M ﹤0.01%
16,528
+1,119
3969
$1.61M ﹤0.01%
5,339
+5,197
3970
$1.61M ﹤0.01%
22,357
+2,765
3971
$1.61M ﹤0.01%
48,002
-117,905
3972
$1.61M ﹤0.01%
85,366
-2,706
3973
$1.61M ﹤0.01%
168,398
+42,206
3974
$1.61M ﹤0.01%
8,333
-3,501
3975
$1.61M ﹤0.01%
27,727
-79,995