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
5576
$189K ﹤0.01%
5,691
5577
$188K ﹤0.01%
7,196
+2,203
5578
$188K ﹤0.01%
6,563
+2,006
5579
$188K ﹤0.01%
9,514
+9,341
5580
$188K ﹤0.01%
16,779
+14,595
5581
$187K ﹤0.01%
10
+5
5582
$187K ﹤0.01%
18,845
-36,155
5583
$186K ﹤0.01%
75,446
5584
$186K ﹤0.01%
287
+188
5585
$186K ﹤0.01%
7,949
+2,646
5586
$186K ﹤0.01%
19,045
+15,383
5587
$185K ﹤0.01%
4,402
-1,272
5588
$185K ﹤0.01%
2,942
-449
5589
$184K ﹤0.01%
38,722
+10,469
5590
$184K ﹤0.01%
58,839
+20,894
5591
$184K ﹤0.01%
18,001
+18,000
5592
$184K ﹤0.01%
48,207
-638,242
5593
$183K ﹤0.01%
45,776
-22,874
5594
$183K ﹤0.01%
899
+387
5595
$183K ﹤0.01%
29
+27
5596
$183K ﹤0.01%
18,800
5597
$182K ﹤0.01%
11,526
+3,306
5598
$182K ﹤0.01%
18,877
+4
5599
$181K ﹤0.01%
6,827
-13,953
5600
$181K ﹤0.01%
21,298
+2,556