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
2226
$13.4M ﹤0.01%
562,144
-124,400
2227
$13.4M ﹤0.01%
116,769
-37,202
2228
$13.3M ﹤0.01%
194,276
-94,320
2229
$13.3M ﹤0.01%
588,519
-17,717
2230
$13.3M ﹤0.01%
166,001
+10,672
2231
$13.3M ﹤0.01%
274,910
-26,922
2232
$13.3M ﹤0.01%
277,121
+2,927
2233
$13.3M ﹤0.01%
85,813
+777
2234
$13.3M ﹤0.01%
1,089,907
+1,005,269
2235
$13.2M ﹤0.01%
745,585
-104,718
2236
$13.2M ﹤0.01%
121,068
+1,863
2237
$13.2M ﹤0.01%
308,504
+15,946
2238
$13.2M ﹤0.01%
1,268,985
+123,312
2239
$13.2M ﹤0.01%
192,185
+36,353
2240
$13.2M ﹤0.01%
136,649
+11,974
2241
$13.1M ﹤0.01%
1,101,841
+444,659
2242
$13.1M ﹤0.01%
310,890
+4,773
2243
$13.1M ﹤0.01%
295,996
-6,865
2244
$13.1M ﹤0.01%
485,544
-132,155
2245
$13.1M ﹤0.01%
201,447
+2,837
2246
$13.1M ﹤0.01%
100,398
+8,552
2247
$13M ﹤0.01%
778,323
-50,198
2248
$13M ﹤0.01%
499,029
-32,837
2249
$13M ﹤0.01%
147,742
+2,638
2250
$13M ﹤0.01%
553,008
+77,752