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
1051
$69.9M 0.01%
783,288
+142,602
1052
$69.8M 0.01%
622,644
-484,501
1053
$69.8M 0.01%
337,987
-12,407
1054
$69.7M 0.01%
1,999,614
-4,687,658
1055
$69.7M 0.01%
507,558
-120,568
1056
$69.5M 0.01%
335,974
-15,687
1057
$69.5M 0.01%
1,491,658
+81,619
1058
$69.4M 0.01%
3,954,208
-917,879
1059
$69.1M 0.01%
464,088
-143,529
1060
$69M 0.01%
1,542,162
+488,382
1061
$68.8M 0.01%
2,586,931
-1,430,575
1062
$68.7M 0.01%
1,891,228
-104,618
1063
$68.7M 0.01%
2,489,317
-97,808
1064
$68.6M 0.01%
682,209
-8,562
1065
$68.6M 0.01%
357,649
-63,260
1066
$68.6M 0.01%
2,451,023
+52,917
1067
$68.5M 0.01%
2,480,992
-323,295
1068
$68.3M 0.01%
937,878
-149,248
1069
$68.1M 0.01%
1,567,645
+174,509
1070
$68M 0.01%
310,914
+152,174
1071
$67.9M 0.01%
2,856,464
+632,343
1072
$67.9M 0.01%
1,151,092
-77,015
1073
$67.3M 0.01%
844,163
-95,658
1074
$67.2M 0.01%
431,342
-37,101
1075
$67.2M 0.01%
705,728
+21,629