Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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 7.79%
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
401
$374M 0.04%
4,515,832
+1,430,309
402
$374M 0.04%
1,105,141
+193,919
403
$372M 0.04%
955,961
-57,691
404
$371M 0.04%
3,400,704
+796,647
405
$371M 0.04%
3,092,496
+55,901
406
$370M 0.04%
6,531,823
-1,198,992
407
$370M 0.04%
563,532
-4,154
408
$367M 0.04%
4,324,768
+2,651,108
409
$365M 0.04%
2,651,520
+204,780
410
$365M 0.04%
3,831,876
-45,515
411
$364M 0.04%
173,680
-82,139
412
$363M 0.04%
2,197,588
+192,353
413
$363M 0.04%
5,384,914
-44,293
414
$362M 0.04%
3,562,518
-63,874
415
$360M 0.04%
150,240
+13,198
416
$360M 0.04%
6,924,902
-302,814
417
$358M 0.03%
1,529,537
-20,797
418
$355M 0.03%
12,008,217
-1,449,918
419
$353M 0.03%
8,231,519
+2,800,932
420
$352M 0.03%
3,585,753
+86,950
421
$352M 0.03%
4,896,120
-323,025
422
$352M 0.03%
2,113,634
+553,062
423
$350M 0.03%
8,407,106
-4,037,469
424
$350M 0.03%
916,861
-59,489
425
$349M 0.03%
10,150,785
+418,160