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
5201
$359K ﹤0.01%
24,531
+18,162
5202
$359K ﹤0.01%
24,099
+21,004
5203
$359K ﹤0.01%
6,591
+137
5204
$357K ﹤0.01%
72,682
+72,005
5205
$357K ﹤0.01%
36,589
5206
$356K ﹤0.01%
19,902
+8,512
5207
$356K ﹤0.01%
23,461
+10,988
5208
$355K ﹤0.01%
2,369
+1,255
5209
$354K ﹤0.01%
23,529
+1,883
5210
$353K ﹤0.01%
34,655
-3,200
5211
$353K ﹤0.01%
34,883
-3,482
5212
$353K ﹤0.01%
11,113
-1,925
5213
$353K ﹤0.01%
27,672
+15,596
5214
$352K ﹤0.01%
6,668
+5,352
5215
$351K ﹤0.01%
23,735
5216
$350K ﹤0.01%
6,652
+97
5217
$350K ﹤0.01%
25,876
+6,468
5218
$349K ﹤0.01%
4,840
+1,434
5219
$349K ﹤0.01%
25,638
+12,794
5220
$347K ﹤0.01%
27,859
+2,684
5221
$346K ﹤0.01%
91,964
+26,938
5222
$345K ﹤0.01%
14,785
+7,313
5223
$345K ﹤0.01%
94,425
-148,408
5224
$344K ﹤0.01%
18,703
-737
5225
$343K ﹤0.01%
23,619
+921