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
151
$1.26B 0.12%
14,490,393
-62,117
152
$1.25B 0.12%
16,174,281
-798,648
153
$1.23B 0.12%
10,694,452
+547,850
154
$1.23B 0.12%
8,459,406
-278,331
155
$1.23B 0.12%
5,754,041
+976,662
156
$1.22B 0.12%
15,343,309
+1,108,460
157
$1.2B 0.12%
47,052,788
-762,532
158
$1.2B 0.12%
3,126,167
-6,999
159
$1.19B 0.12%
8,705,142
-283,885
160
$1.18B 0.11%
5,866,313
+601,738
161
$1.18B 0.11%
5,652,831
+251,631
162
$1.18B 0.11%
3,039,827
+191,706
163
$1.17B 0.11%
1,801,303
-26,243
164
$1.15B 0.11%
26,378,020
+282,498
165
$1.15B 0.11%
13,421,912
-265,148
166
$1.13B 0.11%
54,610,114
+3,581,547
167
$1.13B 0.11%
5,137,172
-30,704
168
$1.13B 0.11%
5,155,286
-69,354
169
$1.13B 0.11%
15,002,772
+2,789,030
170
$1.12B 0.11%
20,675,405
+218,963
171
$1.11B 0.11%
2,148,501
-83,884
172
$1.11B 0.11%
1,396,185
+8,033
173
$1.09B 0.11%
8,000,524
-562,130
174
$1.09B 0.11%
5,632,705
-521,431
175
$1.08B 0.11%
6,518,211
-1,710,304