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
501
$273M 0.03%
4,090,887
-14,250
502
$271M 0.03%
12,350,853
+971,487
503
$271M 0.03%
4,774,748
-54,285
504
$270M 0.03%
2,654,414
-377,363
505
$268M 0.03%
3,725,187
+1,161,743
506
$267M 0.03%
5,163,793
+947,357
507
$266M 0.03%
3,539,990
+268,205
508
$266M 0.03%
799,435
-103,183
509
$266M 0.03%
4,082,265
-47,017
510
$265M 0.03%
879,838
-76,123
511
$265M 0.03%
1,459,067
+91,127
512
$265M 0.03%
3,917,832
+1,804,295
513
$264M 0.03%
10,387,061
+10,308,849
514
$262M 0.03%
1,698,990
-2,647,510
515
$262M 0.03%
1,156,017
-73,701
516
$262M 0.03%
9,820,100
+582,881
517
$261M 0.03%
926,386
-41,889
518
$261M 0.03%
5,973,452
+8,964
519
$261M 0.03%
2,257,184
-2,468
520
$258M 0.03%
1,650,956
-1,197,272
521
$254M 0.02%
2,530,943
+25,345
522
$253M 0.02%
574,822
-37,200
523
$252M 0.02%
5,042,948
-849,533
524
$250M 0.02%
2,259,224
+23,398
525
$249M 0.02%
745,586
-434