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
3976
$1.6M ﹤0.01%
40,315
-1,338
3977
$1.6M ﹤0.01%
162,359
+151,225
3978
$1.6M ﹤0.01%
13,228
+6,345
3979
$1.6M ﹤0.01%
36,988
+11,856
3980
$1.6M ﹤0.01%
63,724
+40,391
3981
$1.59M ﹤0.01%
603,566
+427,118
3982
$1.59M ﹤0.01%
45,578
+396
3983
$1.59M ﹤0.01%
163,998
3984
$1.58M ﹤0.01%
71,636
+63,920
3985
$1.58M ﹤0.01%
268,518
-24,196
3986
$1.58M ﹤0.01%
+77,097
3987
$1.58M ﹤0.01%
37,026
+21,461
3988
$1.58M ﹤0.01%
340,312
+308,524
3989
$1.57M ﹤0.01%
117,311
+1,750
3990
$1.57M ﹤0.01%
93,627
-20,594
3991
$1.57M ﹤0.01%
49,366
+7,417
3992
$1.57M ﹤0.01%
99,580
-9,365
3993
$1.56M ﹤0.01%
112,046
+2,275
3994
$1.56M ﹤0.01%
142,567
-77,744
3995
$1.56M ﹤0.01%
111,397
+4,032
3996
$1.56M ﹤0.01%
+900
3997
$1.56M ﹤0.01%
47,312
+40,866
3998
$1.56M ﹤0.01%
237,250
+32,792
3999
$1.56M ﹤0.01%
33,047
+5,890
4000
$1.56M ﹤0.01%
94,726
-17,446