Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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 7.79%
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
126
$1.53B 0.15%
9,736,933
+16,213
127
$1.52B 0.15%
4,792,578
-29,511
128
$1.5B 0.15%
3,229,394
+84,082
129
$1.48B 0.14%
9,065,444
+619,262
130
$1.47B 0.14%
13,096,301
+5,193,866
131
$1.47B 0.14%
17,532,144
-229,771
132
$1.43B 0.14%
53,782,190
+628,092
133
$1.43B 0.14%
21,637,891
+1,175,095
134
$1.43B 0.14%
23,999,201
+1,026,458
135
$1.42B 0.14%
12,272,063
+970,944
136
$1.4B 0.14%
27,254,808
-4,388,576
137
$1.4B 0.14%
2,179,940
-129,923
138
$1.4B 0.14%
16,036,288
-2,145,773
139
$1.37B 0.13%
6,763,438
-1,862,816
140
$1.37B 0.13%
11,378,743
-555,028
141
$1.37B 0.13%
27,997,376
-1,179,179
142
$1.34B 0.13%
4,517,502
-193,813
143
$1.33B 0.13%
5,931,811
-836,050
144
$1.33B 0.13%
14,037,525
-790,391
145
$1.32B 0.13%
18,403,812
+533,082
146
$1.32B 0.13%
37,837,604
-1,744,901
147
$1.3B 0.13%
16,133,736
-1,171,181
148
$1.29B 0.13%
14,386,779
+2,014,290
149
$1.28B 0.12%
7,338,050
-251,843
150
$1.26B 0.12%
8,776,066
+1,462,990