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
4101
$1.42M ﹤0.01%
145,257
-81,811
4102
$1.41M ﹤0.01%
14,859
+13,184
4103
$1.41M ﹤0.01%
78,949
-6,527
4104
$1.41M ﹤0.01%
103,929
-5,686
4105
$1.4M ﹤0.01%
33,939
+15,968
4106
$1.4M ﹤0.01%
76,500
+1,835
4107
$1.4M ﹤0.01%
+2,240
4108
$1.4M ﹤0.01%
453,125
-65,159
4109
$1.4M ﹤0.01%
21,235
-2,155
4110
$1.4M ﹤0.01%
7,090
+159
4111
$1.4M ﹤0.01%
142,440
4112
$1.39M ﹤0.01%
66,453
+12,065
4113
$1.39M ﹤0.01%
31,286
+7,426
4114
$1.39M ﹤0.01%
36,824
-3,390
4115
$1.39M ﹤0.01%
146,753
+15,331
4116
$1.39M ﹤0.01%
18,594
+10,273
4117
$1.39M ﹤0.01%
135,000
+35,000
4118
$1.39M ﹤0.01%
35,911
+23,407
4119
$1.39M ﹤0.01%
+142,074
4120
$1.39M ﹤0.01%
84,613
+5,308
4121
$1.39M ﹤0.01%
139,048
-623
4122
$1.39M ﹤0.01%
29,536
+12,047
4123
$1.39M ﹤0.01%
+12,082
4124
$1.39M ﹤0.01%
106,062
+90,417
4125
$1.39M ﹤0.01%
+142,230