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
4226
$1.2M ﹤0.01%
122,794
4227
$1.2M ﹤0.01%
+120,000
4228
$1.2M ﹤0.01%
3,150
-209
4229
$1.19M ﹤0.01%
83,530
+60,717
4230
$1.19M ﹤0.01%
45,373
-171,360
4231
$1.19M ﹤0.01%
47,110
-6,578
4232
$1.19M ﹤0.01%
16,825
+13,556
4233
$1.19M ﹤0.01%
69,510
+4,026
4234
$1.19M ﹤0.01%
14,386
-6,393
4235
$1.19M ﹤0.01%
65,319
+6,576
4236
$1.19M ﹤0.01%
46,061
-10,824
4237
$1.19M ﹤0.01%
37,946
-19,957
4238
$1.19M ﹤0.01%
68,194
+16,297
4239
$1.19M ﹤0.01%
39,571
+4,743
4240
$1.18M ﹤0.01%
5,000
4241
$1.18M ﹤0.01%
43,420
-5,189
4242
$1.18M ﹤0.01%
38,554
+21,812
4243
$1.18M ﹤0.01%
17,495
-2,867
4244
$1.18M ﹤0.01%
48,270
-17,554
4245
$1.18M ﹤0.01%
44,467
-8,063
4246
$1.18M ﹤0.01%
37,245
+18,673
4247
$1.18M ﹤0.01%
120,474
4248
$1.18M ﹤0.01%
54,937
+23,307
4249
$1.17M ﹤0.01%
119,500
4250
$1.17M ﹤0.01%
88,790
+26,030