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
2326
$11.7M ﹤0.01%
76,377
-1,058
2327
$11.7M ﹤0.01%
114,153
-2,322
2328
$11.7M ﹤0.01%
2,698,935
+81,820
2329
$11.7M ﹤0.01%
558,090
-316,386
2330
$11.6M ﹤0.01%
267,956
-1,389
2331
$11.6M ﹤0.01%
726,832
+30,878
2332
$11.6M ﹤0.01%
793,867
-12,387
2333
$11.6M ﹤0.01%
574,794
-22,165
2334
$11.6M ﹤0.01%
401,688
+54,312
2335
$11.6M ﹤0.01%
780,745
+5,788
2336
$11.5M ﹤0.01%
559,380
+556,830
2337
$11.5M ﹤0.01%
823,907
-29,455
2338
$11.5M ﹤0.01%
151,626
-91
2339
$11.5M ﹤0.01%
64,105
-18,270
2340
$11.5M ﹤0.01%
170,624
+57,778
2341
$11.5M ﹤0.01%
524,345
-102,174
2342
$11.5M ﹤0.01%
190,494
-9,985
2343
$11.4M ﹤0.01%
362,588
+11,309
2344
$11.4M ﹤0.01%
280,376
+4,487
2345
$11.4M ﹤0.01%
4,069,634
-30,812,865
2346
$11.4M ﹤0.01%
358,378
+266,584
2347
$11.4M ﹤0.01%
247,319
+11,709
2348
$11.4M ﹤0.01%
1,276,804
+17,823
2349
$11.4M ﹤0.01%
185,885
-6,188
2350
$11.4M ﹤0.01%
266,655
-778