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
$871B
AUM Growth
+$75.3B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,695
New
Increased
Reduced
Closed

Top Buys

1 +$3.42B
2 +$2.57B
3 +$2.54B
4
SCHO icon
Schwab Short-Term US Treasury ETF
SCHO
+$2.5B
5
NVDA icon
NVIDIA
NVDA
+$2.21B

Sector Composition

1 Technology 13.89%
2 Healthcare 7.79%
3 Financials 7.57%
4 Consumer Discretionary 6.19%
5 Industrials 6.07%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3001
$4.72M ﹤0.01%
155,689
-9,217
3002
$4.69M ﹤0.01%
113,397
+6,045
3003
$4.68M ﹤0.01%
953,254
+542,523
3004
$4.68M ﹤0.01%
291,417
+170,172
3005
$4.67M ﹤0.01%
79,669
-23,287
3006
$4.67M ﹤0.01%
56,686
-3,063
3007
$4.67M ﹤0.01%
441,842
-39,257
3008
$4.67M ﹤0.01%
510,603
-4,013
3009
$4.66M ﹤0.01%
1,580,003
+499,804
3010
$4.65M ﹤0.01%
380,603
+304,417
3011
$4.64M ﹤0.01%
84,090
+3,703
3012
$4.64M ﹤0.01%
158,680
-702,790
3013
$4.63M ﹤0.01%
99,310
+47,547
3014
$4.63M ﹤0.01%
178,303
+5,209
3015
$4.63M ﹤0.01%
228,633
-230,063
3016
$4.62M ﹤0.01%
218,823
+59,344
3017
$4.6M ﹤0.01%
194,157
-57,988
3018
$4.6M ﹤0.01%
282,963
+140,200
3019
$4.59M ﹤0.01%
158,535
+34,845
3020
$4.58M ﹤0.01%
525,693
+417,851
3021
$4.58M ﹤0.01%
351,745
-349,796
3022
$4.57M ﹤0.01%
254,577
+252,027
3023
$4.56M ﹤0.01%
122,950
-3,809
3024
$4.56M ﹤0.01%
531,838
+408,918
3025
$4.55M ﹤0.01%
169,122
+165,159