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
4001
$1.56M ﹤0.01%
76,315
-4,849
4002
$1.55M ﹤0.01%
201,419
+74,773
4003
$1.55M ﹤0.01%
127,994
+241
4004
$1.55M ﹤0.01%
32,820
+15,154
4005
$1.55M ﹤0.01%
27,150
+414
4006
$1.55M ﹤0.01%
131,582
+91,030
4007
$1.55M ﹤0.01%
56,600
+28,536
4008
$1.55M ﹤0.01%
16,522
+1,603
4009
$1.55M ﹤0.01%
50,000
4010
$1.54M ﹤0.01%
66,286
+52,469
4011
$1.54M ﹤0.01%
56,411
-42,359
4012
$1.54M ﹤0.01%
53,243
+52,942
4013
$1.54M ﹤0.01%
75,985
+24,645
4014
$1.54M ﹤0.01%
50,335
+12,193
4015
$1.54M ﹤0.01%
1,584,878
-11,474
4016
$1.54M ﹤0.01%
17,916
+3,440
4017
$1.53M ﹤0.01%
+66,792
4018
$1.53M ﹤0.01%
+4,696
4019
$1.53M ﹤0.01%
88,731
-38,764
4020
$1.53M ﹤0.01%
29,872
-1,997
4021
$1.53M ﹤0.01%
156,865
4022
$1.53M ﹤0.01%
17,670
-4,048
4023
$1.52M ﹤0.01%
89,421
+2,557
4024
$1.52M ﹤0.01%
+150,000
4025
$1.52M ﹤0.01%
393,686
-49,399