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
1251
$48.2M ﹤0.01%
369,336
-56,380
1252
$48.1M ﹤0.01%
1,747,742
+49,247
1253
$48M ﹤0.01%
4,748,655
-4,385,966
1254
$47.9M ﹤0.01%
287,489
+33,249
1255
$47.8M ﹤0.01%
139,879
-3,683
1256
$47.8M ﹤0.01%
1,420,831
-48,439
1257
$47.8M ﹤0.01%
677,790
+72,413
1258
$47.8M ﹤0.01%
274,356
+79,866
1259
$47.8M ﹤0.01%
494,971
+19,191
1260
$47.6M ﹤0.01%
503,506
-8,465
1261
$47.6M ﹤0.01%
797,917
-62,106
1262
$47.6M ﹤0.01%
1,239,228
-24,237
1263
$47.4M ﹤0.01%
1,793,868
+1,686,818
1264
$47.4M ﹤0.01%
928,495
-96,659
1265
$47.3M ﹤0.01%
495,406
-6,819
1266
$47.3M ﹤0.01%
498,851
+72,890
1267
$47.2M ﹤0.01%
392,084
+82,094
1268
$47.1M ﹤0.01%
1,666,940
+48,964
1269
$47.1M ﹤0.01%
309,474
+85,692
1270
$47.1M ﹤0.01%
2,501,160
-1,514,370
1271
$46.7M ﹤0.01%
1,664,482
-388,090
1272
$46.7M ﹤0.01%
606,299
+117,148
1273
$46.5M ﹤0.01%
2,898,298
+81,485
1274
$46.3M ﹤0.01%
236,984
+31,212
1275
$46.3M ﹤0.01%
277,010
-6,015