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
5301
$302K ﹤0.01%
12,649
-14,199
5302
$301K ﹤0.01%
8,396
+3,297
5303
$301K ﹤0.01%
27,283
+3,688
5304
$301K ﹤0.01%
41,382
+10,094
5305
$300K ﹤0.01%
9,399
-2,482
5306
$299K ﹤0.01%
7,859
+1
5307
$299K ﹤0.01%
39,129
-3,197
5308
$299K ﹤0.01%
+30,900
5309
$297K ﹤0.01%
21,220
+20,014
5310
$296K ﹤0.01%
55,769
+6,169
5311
$296K ﹤0.01%
89,798
+13,312
5312
$295K ﹤0.01%
215,815
+190,634
5313
$295K ﹤0.01%
6,166
-584
5314
$295K ﹤0.01%
4,006
+277
5315
$295K ﹤0.01%
+16,721
5316
$294K ﹤0.01%
26,162
+16,804
5317
$293K ﹤0.01%
5,943
+4,884
5318
$293K ﹤0.01%
74,350
-14,906
5319
$292K ﹤0.01%
3,090
+4
5320
$292K ﹤0.01%
86,465
-18,722
5321
$291K ﹤0.01%
10,837
-6,138,555
5322
$291K ﹤0.01%
29,832
+28,832
5323
$289K ﹤0.01%
32,097
-13,407
5324
$289K ﹤0.01%
5,689
-542
5325
$289K ﹤0.01%
1,861
+920