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
4526
$911K ﹤0.01%
30,048
+1,065
4527
$910K ﹤0.01%
59,292
+17,018
4528
$908K ﹤0.01%
34,417
+11,859
4529
$907K ﹤0.01%
139,787
+2,665
4530
$907K ﹤0.01%
74,155
-26,873
4531
$906K ﹤0.01%
22,934
+3,688
4532
$906K ﹤0.01%
47,473
+2,506
4533
$906K ﹤0.01%
107,507
+54,115
4534
$905K ﹤0.01%
+8,702
4535
$904K ﹤0.01%
43,364
+16,159
4536
$902K ﹤0.01%
60,929
+423
4537
$901K ﹤0.01%
34,386
+28,365
4538
$900K ﹤0.01%
41,743
+41,594
4539
$899K ﹤0.01%
25,391
+11,902
4540
$898K ﹤0.01%
16,825
+11,455
4541
$897K ﹤0.01%
5,490
+2,641
4542
$894K ﹤0.01%
633,339
+146,928
4543
$894K ﹤0.01%
21,232
+2,201
4544
$892K ﹤0.01%
79,245
+76,446
4545
$891K ﹤0.01%
54,316
+18,427
4546
$891K ﹤0.01%
13,834
+3,759
4547
$891K ﹤0.01%
67,351
+54,103
4548
$891K ﹤0.01%
54,741
-1,314
4549
$887K ﹤0.01%
32,939
+8,988
4550
$886K ﹤0.01%
155,167
+26,681