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
1001
$75.3M 0.01%
2,010,408
+448,708
1002
$75.3M 0.01%
973,049
-199,470
1003
$75.2M 0.01%
929,086
-54,308
1004
$75.2M 0.01%
2,609,138
-168,611
1005
$74.8M 0.01%
1,079,785
-35,031
1006
$74.8M 0.01%
3,485,490
-15,856
1007
$74.6M 0.01%
1,871,289
-18,362
1008
$74.4M 0.01%
3,799,848
+274,800
1009
$74.4M 0.01%
2,349,491
-838,129
1010
$74.4M 0.01%
2,430,721
+269,960
1011
$74.4M 0.01%
1,089,574
-269,949
1012
$74.3M 0.01%
3,519,779
+1,215,720
1013
$74.2M 0.01%
3,154,882
+1,092,320
1014
$74.2M 0.01%
793,320
-23,187
1015
$74M 0.01%
1,462,089
+701,274
1016
$73.8M 0.01%
4,245,754
-4,673,154
1017
$73.8M 0.01%
2,910,769
+151,833
1018
$73.8M 0.01%
1,817,516
-163,672
1019
$73.7M 0.01%
779,326
-23,584
1020
$73.7M 0.01%
1,241,159
-30,092
1021
$73.7M 0.01%
3,116,795
+463,644
1022
$73.6M 0.01%
569,148
+222,088
1023
$73.4M 0.01%
3,281,553
-691,903
1024
$73.4M 0.01%
917,942
+48,579
1025
$73.3M 0.01%
2,972,313
+382,088