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
4076
$1.45M ﹤0.01%
114,825
-18,091
4077
$1.45M ﹤0.01%
+50,000
4078
$1.45M ﹤0.01%
262,694
+212,166
4079
$1.45M ﹤0.01%
133,981
+68,831
4080
$1.45M ﹤0.01%
84,979
-33,684
4081
$1.45M ﹤0.01%
92,504
+8,827
4082
$1.44M ﹤0.01%
140,075
+1,607
4083
$1.44M ﹤0.01%
22,268
-29,689
4084
$1.44M ﹤0.01%
10,700
-4,368
4085
$1.44M ﹤0.01%
15,355
+5,207
4086
$1.44M ﹤0.01%
176,349
+54,181
4087
$1.44M ﹤0.01%
30,324
+582
4088
$1.43M ﹤0.01%
101,992
+11,944
4089
$1.43M ﹤0.01%
302,703
-14,651
4090
$1.43M ﹤0.01%
82,326
+1,365
4091
$1.43M ﹤0.01%
146,626
4092
$1.43M ﹤0.01%
131,745
-67,643
4093
$1.43M ﹤0.01%
4,795
+4,180
4094
$1.42M ﹤0.01%
62,202
+18,257
4095
$1.42M ﹤0.01%
33,886
+732
4096
$1.42M ﹤0.01%
262,906
+66,692
4097
$1.42M ﹤0.01%
24,142
+3,359
4098
$1.42M ﹤0.01%
+126,713
4099
$1.42M ﹤0.01%
264,653
+408
4100
$1.42M ﹤0.01%
231,406
+52,969