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
1876
$20.2M ﹤0.01%
380,864
-131,560
1877
$20.1M ﹤0.01%
577,251
-2,157,571
1878
$20.1M ﹤0.01%
291,458
+22,405
1879
$20.1M ﹤0.01%
100,764
-975
1880
$20M ﹤0.01%
574,196
+248,829
1881
$20M ﹤0.01%
221,691
-12,716
1882
$20M ﹤0.01%
393,888
+30,090
1883
$20M ﹤0.01%
676,876
-112,496
1884
$19.9M ﹤0.01%
300,143
+48,157
1885
$19.9M ﹤0.01%
150,847
+6,599
1886
$19.9M ﹤0.01%
511,023
-88,763
1887
$19.9M ﹤0.01%
786,666
-55,652
1888
$19.9M ﹤0.01%
525,216
-111,805
1889
$19.8M ﹤0.01%
1,635,671
-67,831
1890
$19.8M ﹤0.01%
532,225
+68,350
1891
$19.8M ﹤0.01%
426,134
-142,886
1892
$19.8M ﹤0.01%
984,206
-50,386
1893
$19.8M ﹤0.01%
135,992
+8,166
1894
$19.8M ﹤0.01%
2,869,321
+554,731
1895
$19.8M ﹤0.01%
254,472
+72,539
1896
$19.7M ﹤0.01%
414,617
+15,442
1897
$19.7M ﹤0.01%
226,033
-83,810
1898
$19.7M ﹤0.01%
785,720
-72,400
1899
$19.7M ﹤0.01%
425,388
+31,407
1900
$19.6M ﹤0.01%
+1,629