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
4251
$1.17M ﹤0.01%
23,656
+691
4252
$1.17M ﹤0.01%
146,077
-5,562
4253
$1.17M ﹤0.01%
11,532
-251
4254
$1.17M ﹤0.01%
72,553
-9,754
4255
$1.17M ﹤0.01%
71,026
-46,292
4256
$1.17M ﹤0.01%
124,632
+10,990
4257
$1.17M ﹤0.01%
12,034
4258
$1.17M ﹤0.01%
119,999
+20,000
4259
$1.17M ﹤0.01%
119,998
4260
$1.17M ﹤0.01%
+78,122
4261
$1.17M ﹤0.01%
65,429
-45,987
4262
$1.17M ﹤0.01%
63,798
+49,489
4263
$1.16M ﹤0.01%
310,069
+22,066
4264
$1.16M ﹤0.01%
31,541
-2,357
4265
$1.16M ﹤0.01%
10,897
-332
4266
$1.16M ﹤0.01%
30,563
+19,499
4267
$1.15M ﹤0.01%
25,744
-1,707
4268
$1.15M ﹤0.01%
23,876
+8,526
4269
$1.15M ﹤0.01%
67,555
+5,265
4270
$1.15M ﹤0.01%
117,230
+14,000
4271
$1.15M ﹤0.01%
18,990
-6,911
4272
$1.15M ﹤0.01%
77,863
+64,889
4273
$1.14M ﹤0.01%
77,653
-4,148
4274
$1.14M ﹤0.01%
109,908
+24,180
4275
$1.14M ﹤0.01%
113,894