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
1026
$73.3M 0.01%
452,342
-23,587
1027
$73.3M 0.01%
457,571
+28,391
1028
$73.1M 0.01%
773,189
+13,522
1029
$73.1M 0.01%
1,105,724
+21,497
1030
$72.9M 0.01%
202,930
-29,467
1031
$72.8M 0.01%
882,051
+231,263
1032
$72.5M 0.01%
2,598,173
-354,549
1033
$72M 0.01%
560,054
+8,731
1034
$71.8M 0.01%
1,316,270
-63,304
1035
$71.7M 0.01%
535,248
+9,896
1036
$71.5M 0.01%
1,453,347
-79,423
1037
$71.4M 0.01%
798,048
+189,046
1038
$71.3M 0.01%
1,690,335
+57,000
1039
$71.2M 0.01%
171,608
-12,653
1040
$71.1M 0.01%
915,732
-18,813
1041
$71M 0.01%
1,164,092
+163,074
1042
$70.9M 0.01%
756,031
+95,802
1043
$70.8M 0.01%
615,428
-202,083
1044
$70.6M 0.01%
4,689,575
+15,107
1045
$70.5M 0.01%
657,003
+350,699
1046
$70.4M 0.01%
764,191
-29,594
1047
$70.3M 0.01%
740,077
+16,375
1048
$70.3M 0.01%
1,273,875
+424,317
1049
$70M 0.01%
980,689
-59,857
1050
$69.9M 0.01%
597,855
-7,070