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
1701
$25.6M ﹤0.01%
401,599
+285,541
1702
$25.6M ﹤0.01%
622,381
+72,484
1703
$25.6M ﹤0.01%
379,151
+214,853
1704
$25.6M ﹤0.01%
347,886
-64,358
1705
$25.6M ﹤0.01%
1,038,499
-45,047
1706
$25.6M ﹤0.01%
708,557
-501,646
1707
$25.4M ﹤0.01%
246,049
+101,582
1708
$25.4M ﹤0.01%
1,175,792
+423,384
1709
$25.4M ﹤0.01%
962,863
+19,949
1710
$25.4M ﹤0.01%
567,301
+15,773
1711
$25.4M ﹤0.01%
201,386
-39,375
1712
$25.3M ﹤0.01%
225,933
+17,713
1713
$25.3M ﹤0.01%
1,369,143
+739,715
1714
$25.3M ﹤0.01%
631,981
+39,166
1715
$25.2M ﹤0.01%
2,315,752
-1,718,150
1716
$25.2M ﹤0.01%
546,988
-66,718
1717
$25.1M ﹤0.01%
1,024,162
-19,113
1718
$25.1M ﹤0.01%
152,750
+1,074
1719
$25.1M ﹤0.01%
163,705
+27,357
1720
$25.1M ﹤0.01%
377,482
-37,739
1721
$25.1M ﹤0.01%
497,621
+78,835
1722
$25.1M ﹤0.01%
263,197
-27,478
1723
$25.1M ﹤0.01%
587,818
+45,269
1724
$25M ﹤0.01%
511,232
-38,369
1725
$24.9M ﹤0.01%
105,339
-76,576