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
1126
$60.7M 0.01%
2,038,044
-48,965
1127
$60.5M 0.01%
474,732
+29,359
1128
$60.5M 0.01%
416,192
+33,615
1129
$60.3M 0.01%
1,301,448
-61,925
1130
$60.3M 0.01%
90,299
-5,022
1131
$60.2M 0.01%
384,925
+10,720
1132
$60.1M 0.01%
1,113,809
-129,471
1133
$60.1M 0.01%
619,023
+50,783
1134
$60.1M 0.01%
1,499,016
+47,226
1135
$60M 0.01%
1,076,996
-31,636
1136
$59.9M 0.01%
2,780,482
+646,458
1137
$59.9M 0.01%
3,564,433
-1,103,983
1138
$59.9M 0.01%
513,900
-291,065
1139
$59.8M 0.01%
2,421,427
-176,084
1140
$59.8M 0.01%
2,284,205
+1,879,495
1141
$59.8M 0.01%
2,243,523
+31,664
1142
$59.8M 0.01%
58,967
-3,900
1143
$59.8M 0.01%
189,915
+4,446
1144
$59.8M 0.01%
2,736,334
+541,409
1145
$59.6M 0.01%
351,710
-4,306
1146
$59.5M 0.01%
844,814
-11,856
1147
$59.3M 0.01%
652,360
+232,820
1148
$59.2M 0.01%
2,409,401
-87,140
1149
$59.2M 0.01%
946,984
+17,751
1150
$59.1M 0.01%
5,520,123
+1,679,722