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
6026
$74K ﹤0.01%
2,225
+1,127
6027
$74K ﹤0.01%
272
6028
$74K ﹤0.01%
25,103
+10,326
6029
$74K ﹤0.01%
2,303
-620
6030
$73K ﹤0.01%
7,339
+4,775
6031
$73K ﹤0.01%
4,422
+2,955
6032
$73K ﹤0.01%
22,994
+2,498
6033
$73K ﹤0.01%
4,569
-117
6034
$73K ﹤0.01%
1,520
+549
6035
$73K ﹤0.01%
1,527
+531
6036
$73K ﹤0.01%
8,521
-1,238
6037
$73K ﹤0.01%
1,674
+281
6038
$72K ﹤0.01%
3,241
+484
6039
$72K ﹤0.01%
+3,246
6040
$72K ﹤0.01%
3,564
+2,574
6041
$72K ﹤0.01%
16,713
-16
6042
$72K ﹤0.01%
1,217
-2,810
6043
$72K ﹤0.01%
2,953
-1,483
6044
$72K ﹤0.01%
9,975
+570
6045
$72K ﹤0.01%
950
-244
6046
$72K ﹤0.01%
4,375
6047
$72K ﹤0.01%
2,022
+409
6048
$71K ﹤0.01%
+50,758
6049
$71K ﹤0.01%
1,823
+727
6050
$71K ﹤0.01%
+1,683