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
526
$249M 0.02%
4,278,904
+977,185
527
$249M 0.02%
2,022,940
-259,731
528
$248M 0.02%
1,780,109
-18,219
529
$247M 0.02%
4,989,069
-140,855
530
$246M 0.02%
1,129,449
-193,486
531
$246M 0.02%
4,941,131
-336,986
532
$246M 0.02%
629,718
-87,327
533
$246M 0.02%
5,968,551
-399,090
534
$245M 0.02%
1,667,726
+198,136
535
$245M 0.02%
2,218,005
+312,498
536
$245M 0.02%
2,312,440
-2,794,155
537
$243M 0.02%
1,603,611
+87,722
538
$242M 0.02%
3,580,557
+466,845
539
$241M 0.02%
360,697
-21,558
540
$240M 0.02%
999,493
+39,329
541
$240M 0.02%
3,722,007
-204,955
542
$238M 0.02%
7,890,722
-2,600,699
543
$238M 0.02%
8,117,835
+2,883,122
544
$237M 0.02%
3,596,488
-478,209
545
$235M 0.02%
1,735,178
+308,855
546
$235M 0.02%
3,426,421
-244,225
547
$235M 0.02%
1,904,082
-146,482
548
$235M 0.02%
2,970,958
-190,299
549
$235M 0.02%
880,551
-56,049
550
$234M 0.02%
2,925,455
-118,445