Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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 7.79%
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
51
$3.72B 0.36%
21,396,472
-1,381,806
52
$3.63B 0.35%
14,231,613
+803,958
53
$3.58B 0.35%
16,699,503
+149,607
54
$3.53B 0.34%
25,093,645
-235,644
55
$3.47B 0.34%
30,323,411
+1,681,411
56
$3.41B 0.33%
29,457,244
-1,336,211
57
$3.39B 0.33%
57,448,235
+16,760
58
$3.35B 0.33%
69,548,253
+2,222,712
59
$3.3B 0.32%
58,280,345
+1,074,775
60
$3.29B 0.32%
84,297,722
+1,971,257
61
$3.21B 0.31%
12,401,938
-554,541
62
$3.1B 0.3%
12,711,759
-181,851
63
$3.1B 0.3%
61,512,281
-5,987,292
64
$3.08B 0.3%
50,269,333
+3,131,936
65
$3.07B 0.3%
11,459,533
-70,011
66
$3.04B 0.3%
12,607,568
+529,040
67
$3.03B 0.29%
12,039,341
-238,401
68
$3.02B 0.29%
11,884,051
-45,060
69
$2.99B 0.29%
26,231,963
+216,438
70
$2.92B 0.28%
12,620,169
+1,111,923
71
$2.87B 0.28%
55,179,499
-2,266,410
72
$2.82B 0.27%
32,263,876
+2,831,562
73
$2.81B 0.27%
53,108,922
+3,622,676
74
$2.78B 0.27%
4,897,812
-103,061
75
$2.77B 0.27%
47,279,159
+226,170
1 2
3
4 5