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
2176
$14.3M ﹤0.01%
482,495
-143,575
2177
$14.3M ﹤0.01%
1,162,557
+568,824
2178
$14.2M ﹤0.01%
651,389
+53,175
2179
$14.2M ﹤0.01%
234,508
-100
2180
$14.2M ﹤0.01%
8,056
-3,775
2181
$14.2M ﹤0.01%
283,319
+43,528
2182
$14.2M ﹤0.01%
213,518
+91,268
2183
$14.2M ﹤0.01%
280,353
+129,365
2184
$14.1M ﹤0.01%
389,654
-137,629
2185
$14.1M ﹤0.01%
439,989
-537,218
2186
$14.1M ﹤0.01%
311,149
+3,822
2187
$14.1M ﹤0.01%
412,686
+115,857
2188
$14.1M ﹤0.01%
515,880
+251,593
2189
$14.1M ﹤0.01%
138,109
-3,888
2190
$14.1M ﹤0.01%
323,640
-196,674
2191
$14M ﹤0.01%
194,552
+10,908
2192
$14M ﹤0.01%
116,139
+6,833
2193
$14M ﹤0.01%
279,903
-12,794
2194
$13.9M ﹤0.01%
324,343
+86,586
2195
$13.9M ﹤0.01%
348,066
-1,156
2196
$13.9M ﹤0.01%
561,811
+61,381
2197
$13.9M ﹤0.01%
581,629
-90,980
2198
$13.9M ﹤0.01%
56,044
+7,785
2199
$13.9M ﹤0.01%
233,806
-65,424
2200
$13.9M ﹤0.01%
125,969
+22,246