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
1076
$67.1M 0.01%
1,175,931
+48,036
1077
$67.1M 0.01%
2,725,123
-17,763
1078
$67M 0.01%
612,590
-7,386
1079
$66.9M 0.01%
792,373
+350,971
1080
$66.9M 0.01%
248,405
-24,758
1081
$66.8M 0.01%
2,120,905
+280,912
1082
$66.7M 0.01%
745,757
-12,467
1083
$66.6M 0.01%
634,278
+120,874
1084
$66.3M 0.01%
378,231
-74,746
1085
$66.2M 0.01%
5,275,171
+740,754
1086
$66.1M 0.01%
1,452,071
-5,434
1087
$66M 0.01%
1,231,934
+23,254
1088
$65.9M 0.01%
4,309,463
+3,173,027
1089
$65.9M 0.01%
3,475,422
+211,842
1090
$65.5M 0.01%
1,463,961
+330,844
1091
$65.4M 0.01%
892,392
+122,862
1092
$65.1M 0.01%
719,844
+67,567
1093
$64.9M 0.01%
932,421
-1,213,617
1094
$64.8M 0.01%
8,294,051
-299,538
1095
$64.7M 0.01%
3,215,308
-1,526,332
1096
$64.7M 0.01%
12,990,478
+4,456,215
1097
$64.4M 0.01%
1,953,395
+24,534
1098
$64.2M 0.01%
524,582
-45,919
1099
$64.1M 0.01%
1,060,286
-1,011,636
1100
$64M 0.01%
2,456,866
+989,670