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
3501
$2.36M ﹤0.01%
265,521
-513,743
3502
$2.36M ﹤0.01%
54,028
+13,690
3503
$2.36M ﹤0.01%
230,603
3504
$2.36M ﹤0.01%
86,173
+41,932
3505
$2.36M ﹤0.01%
681,341
-160,045
3506
$2.36M ﹤0.01%
300,320
-9,701
3507
$2.36M ﹤0.01%
303,890
+40,614
3508
$2.34M ﹤0.01%
101,673
-21,811
3509
$2.34M ﹤0.01%
92,937
-163,074
3510
$2.33M ﹤0.01%
54,280
-32,246
3511
$2.33M ﹤0.01%
58,897
+34,643
3512
$2.32M ﹤0.01%
63,278
+4,239
3513
$2.31M ﹤0.01%
96,333
+54,386
3514
$2.31M ﹤0.01%
110,328
-92,155
3515
$2.31M ﹤0.01%
459,017
+106,936
3516
$2.31M ﹤0.01%
20,360
+2,350
3517
$2.3M ﹤0.01%
202,809
+88,213
3518
$2.3M ﹤0.01%
266,739
+16,996
3519
$2.3M ﹤0.01%
90,096
+37,697
3520
$2.3M ﹤0.01%
74,063
+32,268
3521
$2.29M ﹤0.01%
97,300
+4,630
3522
$2.29M ﹤0.01%
230,265
+41,854
3523
$2.29M ﹤0.01%
349,459
+99,931
3524
$2.28M ﹤0.01%
47,077
+10,390
3525
$2.28M ﹤0.01%
39,088
+22,084