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
2051
$16.5M ﹤0.01%
676,293
+38,680
2052
$16.4M ﹤0.01%
324,750
+322,238
2053
$16.4M ﹤0.01%
566,656
+34,373
2054
$16.4M ﹤0.01%
419,823
+71,719
2055
$16.4M ﹤0.01%
810,285
+2,797
2056
$16.4M ﹤0.01%
681,867
+219,363
2057
$16.3M ﹤0.01%
1,070,401
-293,825
2058
$16.3M ﹤0.01%
469,302
-48,908
2059
$16.3M ﹤0.01%
891,744
+151,112
2060
$16.3M ﹤0.01%
59,708
-132,797
2061
$16.3M ﹤0.01%
179,685
-57,584
2062
$16.2M ﹤0.01%
439,645
-132,962
2063
$16.1M ﹤0.01%
311,046
+25,224
2064
$16.1M ﹤0.01%
438,866
-121,440
2065
$16.1M ﹤0.01%
495,214
+15,545
2066
$16.1M ﹤0.01%
1,661,991
+890,069
2067
$16.1M ﹤0.01%
361,770
+3,489
2068
$16M ﹤0.01%
993,224
-157,301
2069
$16M ﹤0.01%
435,138
-2,331
2070
$16M ﹤0.01%
628,781
+131,074
2071
$16M ﹤0.01%
396,654
-201,382
2072
$16M ﹤0.01%
173,783
-94,841
2073
$16M ﹤0.01%
1,054,569
+102,087
2074
$16M ﹤0.01%
514,804
-14,124
2075
$15.9M ﹤0.01%
450,408
+96,648