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
4276
$1.14M ﹤0.01%
75,755
+6,540
4277
$1.14M ﹤0.01%
76,105
-6,198
4278
$1.13M ﹤0.01%
30,938
+7,470
4279
$1.13M ﹤0.01%
16,496
+14,660
4280
$1.13M ﹤0.01%
61,087
+17,365
4281
$1.13M ﹤0.01%
34,308
+8,227
4282
$1.13M ﹤0.01%
26,512
-5,349
4283
$1.13M ﹤0.01%
288
+52
4284
$1.13M ﹤0.01%
109,901
-29,900
4285
$1.13M ﹤0.01%
32,710
+6,176
4286
$1.13M ﹤0.01%
260,746
+43,517
4287
$1.13M ﹤0.01%
78,098
+6,513
4288
$1.13M ﹤0.01%
247,051
+72,951
4289
$1.13M ﹤0.01%
11,755
+2,291
4290
$1.13M ﹤0.01%
75,396
+19,190
4291
$1.13M ﹤0.01%
115,216
4292
$1.12M ﹤0.01%
71,127
+26,010
4293
$1.12M ﹤0.01%
24,865
-11,061
4294
$1.12M ﹤0.01%
89,627
+60,811
4295
$1.12M ﹤0.01%
39,701
+5,418
4296
$1.12M ﹤0.01%
57,739
+1,475
4297
$1.12M ﹤0.01%
545,247
+173,778
4298
$1.12M ﹤0.01%
114,028
4299
$1.11M ﹤0.01%
44,962
-2,084
4300
$1.11M ﹤0.01%
42,638
+42,575