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
1151
$58.7M 0.01%
1,121,950
+206,352
1152
$58.7M 0.01%
475,572
+29,364
1153
$58.5M 0.01%
1,922,220
-255,015
1154
$58.4M 0.01%
2,162,442
+145,183
1155
$58.1M 0.01%
846,383
+7,133
1156
$57.9M 0.01%
243,250
+30,196
1157
$57.7M 0.01%
1,247,655
+228,696
1158
$57.7M 0.01%
870,588
-133,427
1159
$57.6M 0.01%
419,679
+244,120
1160
$57.5M 0.01%
739,739
-68,265
1161
$57.5M 0.01%
1,794,114
+1,364,784
1162
$57.5M 0.01%
2,509,272
+1,095,830
1163
$57.4M 0.01%
2,256,800
-137,779
1164
$57.3M 0.01%
744,428
-550
1165
$57M 0.01%
1,163,610
+558,355
1166
$56.8M 0.01%
2,594,588
+310,964
1167
$56.8M 0.01%
2,068,131
-224,948
1168
$56.7M 0.01%
1,050,831
-51,364
1169
$56.7M 0.01%
953,802
+13,366
1170
$56.5M 0.01%
1,446,344
-156,993
1171
$56.3M 0.01%
1,002,260
-228,235
1172
$56.1M 0.01%
1,321,995
+270,289
1173
$56.1M 0.01%
874,188
-16,139
1174
$56M 0.01%
653,035
+19,431
1175
$55.8M 0.01%
2,091,700
-95,059