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
4876
$559K ﹤0.01%
30,070
+2,614
4877
$559K ﹤0.01%
119,620
-5,456
4878
$558K ﹤0.01%
29,941
+20,151
4879
$558K ﹤0.01%
1,994
+1,890
4880
$557K ﹤0.01%
91,447
-7,800
4881
$557K ﹤0.01%
56,500
+4,100
4882
$555K ﹤0.01%
81,796
+56,812
4883
$555K ﹤0.01%
50,042
-1,701
4884
$554K ﹤0.01%
44,785
-22,008
4885
$553K ﹤0.01%
11,457
+6,615
4886
$553K ﹤0.01%
17,775
+3,349
4887
$552K ﹤0.01%
25,228
+14,756
4888
$552K ﹤0.01%
22,558
-336
4889
$552K ﹤0.01%
54,741
-316
4890
$551K ﹤0.01%
808
+375
4891
$551K ﹤0.01%
30,747
+6,683
4892
$551K ﹤0.01%
155,115
+20,140
4893
$550K ﹤0.01%
2,216
+538
4894
$549K ﹤0.01%
+3,369
4895
$547K ﹤0.01%
147,269
-44,735
4896
$547K ﹤0.01%
11,762
-78
4897
$547K ﹤0.01%
160,899
+30,369
4898
$545K ﹤0.01%
31,751
-2,990
4899
$544K ﹤0.01%
17,006
+11,272
4900
$542K ﹤0.01%
67,195
+39,397