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
5651
$162K ﹤0.01%
3,525
-835
5652
$162K ﹤0.01%
4,225
+2,486
5653
$162K ﹤0.01%
5,809
-55,439
5654
$162K ﹤0.01%
13,000
+2,000
5655
$162K ﹤0.01%
53,392
-240,485
5656
$162K ﹤0.01%
73,868
-59,532
5657
$161K ﹤0.01%
+4,739
5658
$161K ﹤0.01%
21,273
-863
5659
$161K ﹤0.01%
238,376
+167,072
5660
$160K ﹤0.01%
46,586
-57,862
5661
$160K ﹤0.01%
118,871
+101,100
5662
$159K ﹤0.01%
37,560
+27,800
5663
$159K ﹤0.01%
6,432
-4,186
5664
$159K ﹤0.01%
9,960
+4,589
5665
$159K ﹤0.01%
1,019
+389
5666
$159K ﹤0.01%
2,581
-199
5667
$158K ﹤0.01%
11,835
+8,518
5668
$158K ﹤0.01%
+6,634
5669
$158K ﹤0.01%
1,433
+984
5670
$158K ﹤0.01%
23,776
+20,490
5671
$158K ﹤0.01%
+1,811
5672
$157K ﹤0.01%
7,130
-100
5673
$157K ﹤0.01%
9,215
+5,955
5674
$157K ﹤0.01%
388
-790
5675
$156K ﹤0.01%
5,384
+1,751