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
626
$190M 0.02%
1,371,846
-106,069
627
$190M 0.02%
6,540,844
+177,279
628
$190M 0.02%
1,877,178
+103,829
629
$189M 0.02%
1,114,083
-72,807
630
$189M 0.02%
4,752,516
+846,220
631
$188M 0.02%
1,190,206
-64,981
632
$187M 0.02%
603,675
+5,700
633
$186M 0.02%
1,571,723
+29,935
634
$186M 0.02%
2,027,358
+187,906
635
$186M 0.02%
5,553,862
-113,168
636
$186M 0.02%
1,676,804
-59,220
637
$185M 0.02%
2,930,379
+1,684,533
638
$185M 0.02%
742,946
+228,220
639
$183M 0.02%
1,217,275
+61,537
640
$183M 0.02%
1,597,067
-4,186
641
$183M 0.02%
781,637
-210,353
642
$183M 0.02%
3,530,319
-291,152
643
$182M 0.02%
817,260
+26,764
644
$182M 0.02%
2,190,324
+58,487
645
$181M 0.02%
5,541,951
+439,010
646
$181M 0.02%
8,295,982
-1,019,379
647
$181M 0.02%
982,600
-31,066
648
$180M 0.02%
5,716,036
-1,806,891
649
$179M 0.02%
1,556,453
-4,210
650
$179M 0.02%
2,618,262
-325,438