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
2301
$12.1M ﹤0.01%
156,727
-2,710
2302
$12.1M ﹤0.01%
1,788,276
-1,910,717
2303
$12.1M ﹤0.01%
+186,241
2304
$12.1M ﹤0.01%
542,027
+72,634
2305
$12.1M ﹤0.01%
635,661
+194,084
2306
$12.1M ﹤0.01%
921,328
-2,006
2307
$12.1M ﹤0.01%
317,813
-26,887
2308
$12.1M ﹤0.01%
107,629
+83,447
2309
$12M ﹤0.01%
275,107
+123,437
2310
$12M ﹤0.01%
405,969
+1,232
2311
$12M ﹤0.01%
169,066
-2,065
2312
$12M ﹤0.01%
78,153
+980
2313
$12M ﹤0.01%
214,334
+43,483
2314
$11.9M ﹤0.01%
307,188
-1,034
2315
$11.9M ﹤0.01%
85,399
+30,346
2316
$11.9M ﹤0.01%
179,291
-41,947
2317
$11.9M ﹤0.01%
1,200,000
+800,000
2318
$11.9M ﹤0.01%
915,804
-148,725
2319
$11.9M ﹤0.01%
355,120
+89,929
2320
$11.8M ﹤0.01%
80,513
-8,262
2321
$11.8M ﹤0.01%
386,037
+21,616
2322
$11.8M ﹤0.01%
342,419
+2,666
2323
$11.8M ﹤0.01%
398,377
+18,277
2324
$11.8M ﹤0.01%
177,703
+8,739
2325
$11.7M ﹤0.01%
430,273
+50,458