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
4676
$746K ﹤0.01%
+46,553
4677
$744K ﹤0.01%
18,102
+9,856
4678
$742K ﹤0.01%
3,895
+3,758
4679
$742K ﹤0.01%
33,511
-2,203
4680
$740K ﹤0.01%
75,996
4681
$739K ﹤0.01%
238,399
-28,061
4682
$737K ﹤0.01%
88,197
+12,750
4683
$737K ﹤0.01%
51,952
-32,734
4684
$736K ﹤0.01%
91,820
+4,559
4685
$736K ﹤0.01%
74,062
+851
4686
$736K ﹤0.01%
+75,000
4687
$735K ﹤0.01%
57,085
+16,706
4688
$734K ﹤0.01%
43,762
+7,257
4689
$733K ﹤0.01%
66,828
+13,240
4690
$731K ﹤0.01%
28,681
+2,808
4691
$730K ﹤0.01%
46,339
+44,743
4692
$730K ﹤0.01%
+75,000
4693
$730K ﹤0.01%
29,587
+16,661
4694
$728K ﹤0.01%
18,411
+12,704
4695
$727K ﹤0.01%
25,164
-212
4696
$727K ﹤0.01%
21,604
+8,577
4697
$725K ﹤0.01%
6,855
-1,405
4698
$724K ﹤0.01%
+66,155
4699
$722K ﹤0.01%
8,612
-8,235
4700
$721K ﹤0.01%
62,167
+6,303