Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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 7.79%
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
26
$5.61B 0.55%
69,073,676
+8,337,555
27
$5.57B 0.54%
25,697,527
-441,757
28
$5.49B 0.53%
38,949,697
+1,956,255
29
$5.47B 0.53%
86,315,139
-1,616,154
30
$5.24B 0.51%
15,585,734
-934,311
31
$5.23B 0.51%
78,631,520
-7,916,520
32
$5.2B 0.51%
10,357,274
+261,619
33
$5.06B 0.49%
24,767,310
-1,007,005
34
$4.96B 0.48%
28,968,083
-2,213,097
35
$4.8B 0.47%
57,826,779
+3,460,482
36
$4.78B 0.46%
5,225,461
-376,863
37
$4.53B 0.44%
27,694,434
+479,903
38
$4.42B 0.43%
23,435,297
-149,156
39
$4.34B 0.42%
25,294,029
+3,632,646
40
$4.31B 0.42%
7,591,123
+85,297
41
$4.3B 0.42%
55,291,713
-1,820,929
42
$4.25B 0.41%
14,584,655
+9,795
43
$4.16B 0.4%
35,480,772
+1,593,760
44
$4.14B 0.4%
19,843,957
-887,133
45
$4.1B 0.4%
26,458,738
+462,025
46
$4.08B 0.4%
43,705,436
-1,389,970
47
$4.07B 0.4%
30,697,350
+1,660,365
48
$4.06B 0.39%
53,127,974
+4,618,120
49
$3.86B 0.37%
5,778,901
-78,424
50
$3.8B 0.37%
76,809,780
+7,282,575