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
6501
$20K ﹤0.01%
6,672
-5,024
6502
$20K ﹤0.01%
1,300
+100
6503
$19K ﹤0.01%
1,159
-3,666
6504
$19K ﹤0.01%
+1,733
6505
$19K ﹤0.01%
6,151
-30,810
6506
$19K ﹤0.01%
1,816
-22,195
6507
$19K ﹤0.01%
+1,941
6508
$19K ﹤0.01%
+2,301
6509
$19K ﹤0.01%
+4,297
6510
$19K ﹤0.01%
+11,038
6511
$19K ﹤0.01%
6,325
+1,975
6512
$18K ﹤0.01%
5,327
-6,451
6513
$18K ﹤0.01%
659
-2,252
6514
$18K ﹤0.01%
3,217
-218
6515
$18K ﹤0.01%
17,895
6516
$18K ﹤0.01%
6,900
-2,000
6517
$18K ﹤0.01%
+33,333
6518
$18K ﹤0.01%
3,030
6519
$18K ﹤0.01%
25,000
6520
$18K ﹤0.01%
548
+539
6521
$18K ﹤0.01%
4,134
-21
6522
$18K ﹤0.01%
1,895
-176,819
6523
$18K ﹤0.01%
1,750
-197,166
6524
$18K ﹤0.01%
515
6525
$17K ﹤0.01%
+450