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
1176
$55.5M 0.01%
1,043,665
-163,788
1177
$55.3M 0.01%
1,521,619
+1,649
1178
$55.2M 0.01%
1,047,370
-139,585
1179
$55M 0.01%
1,991,025
-20,746
1180
$54.8M 0.01%
1,004,067
+457,101
1181
$54.7M 0.01%
1,247,125
+80,150
1182
$54.7M 0.01%
+527,752
1183
$54.6M 0.01%
1,716,511
-163,814
1184
$54.6M 0.01%
2,553,018
+61,733
1185
$54.6M 0.01%
1,894,622
+938,795
1186
$54.4M 0.01%
198,624
+48,314
1187
$54.2M 0.01%
620,204
-127,591
1188
$54.2M 0.01%
848,753
-327,933
1189
$54.1M 0.01%
353,130
+113,646
1190
$54M 0.01%
317,062
+206,207
1191
$54M 0.01%
3,710,621
+1,236,766
1192
$53.9M 0.01%
260,028
-261,968
1193
$53.7M 0.01%
443,594
+8,504
1194
$53.6M 0.01%
2,406,879
+980,260
1195
$53.5M 0.01%
7,159,039
-636,705
1196
$53.5M 0.01%
205,303
-80,529
1197
$53.2M 0.01%
715,577
+208,865
1198
$53.2M 0.01%
1,436,444
+45,309
1199
$53.1M 0.01%
457,633
+100,425
1200
$53.1M 0.01%
291,451
-8,877