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
2376
$11M ﹤0.01%
266,699
+5,963
2377
$11M ﹤0.01%
40,583
+5,430
2378
$11M ﹤0.01%
388,167
+146,544
2379
$11M ﹤0.01%
2,243,059
+656,305
2380
$11M ﹤0.01%
661,053
+77,424
2381
$11M ﹤0.01%
117,692
+10,423
2382
$11M ﹤0.01%
610,830
+609,142
2383
$11M ﹤0.01%
977,452
-234,003
2384
$11M ﹤0.01%
126,326
-15,606
2385
$11M ﹤0.01%
236,622
+1,037
2386
$11M ﹤0.01%
372,611
+59,681
2387
$10.9M ﹤0.01%
1,522,167
+220,154
2388
$10.9M ﹤0.01%
71,554
-3,972
2389
$10.8M ﹤0.01%
331,475
-27,241
2390
$10.8M ﹤0.01%
167,160
-35,120
2391
$10.8M ﹤0.01%
66,262
+43,528
2392
$10.8M ﹤0.01%
65,498
+2,971
2393
$10.8M ﹤0.01%
1,025,848
-683,268
2394
$10.8M ﹤0.01%
399,976
+66,752
2395
$10.8M ﹤0.01%
1,101,915
-138,269
2396
$10.8M ﹤0.01%
351,550
+17,055
2397
$10.7M ﹤0.01%
215,223
-3,812
2398
$10.7M ﹤0.01%
157,266
-135
2399
$10.7M ﹤0.01%
184,009
-2,741
2400
$10.7M ﹤0.01%
431,361
+30,639