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
2251
$13M ﹤0.01%
829,148
+234,443
2252
$13M ﹤0.01%
163,416
+10,211
2253
$13M ﹤0.01%
207,192
-117,795
2254
$13M ﹤0.01%
274,906
-5,066
2255
$13M ﹤0.01%
461,652
+104,288
2256
$13M ﹤0.01%
279,783
+59,438
2257
$13M ﹤0.01%
315,559
+14,432
2258
$13M ﹤0.01%
197,109
+3,897
2259
$12.9M ﹤0.01%
325,418
-26,148
2260
$12.9M ﹤0.01%
308,277
-335,737
2261
$12.9M ﹤0.01%
463,309
+17,168
2262
$12.9M ﹤0.01%
40,662
+14,723
2263
$12.9M ﹤0.01%
251,751
+57,181
2264
$12.9M ﹤0.01%
388,926
+122,456
2265
$12.9M ﹤0.01%
315,476
+75,241
2266
$12.8M ﹤0.01%
289,435
+90,138
2267
$12.8M ﹤0.01%
566,642
-35,192
2268
$12.8M ﹤0.01%
744,770
+80,010
2269
$12.8M ﹤0.01%
245,590
+23,130
2270
$12.8M ﹤0.01%
176,478
-578
2271
$12.8M ﹤0.01%
390,162
+318,950
2272
$12.7M ﹤0.01%
1,160,042
-281,081
2273
$12.7M ﹤0.01%
303,905
+118,522
2274
$12.7M ﹤0.01%
351,532
+4,109
2275
$12.7M ﹤0.01%
303,625
-96,964