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
4001
$1.15M ﹤0.01%
109,750
-83,851
4002
$1.15M ﹤0.01%
16,385
+15,380
4003
$1.15M ﹤0.01%
280,748
-4,401,386
4004
$1.14M ﹤0.01%
58,016
-73,309
4005
$1.14M ﹤0.01%
26,626
+7,847
4006
$1.14M ﹤0.01%
156,342
+45
4007
$1.14M ﹤0.01%
37,757
-1,169
4008
$1.13M ﹤0.01%
103,305
-305,421
4009
$1.13M ﹤0.01%
34,138
-11,746
4010
$1.13M ﹤0.01%
43,072
-5,584
4011
$1.13M ﹤0.01%
18,697
-1,465
4012
$1.13M ﹤0.01%
146,391
+30,759
4013
$1.12M ﹤0.01%
142,463
+44,693
4014
$1.12M ﹤0.01%
110,000
4015
$1.12M ﹤0.01%
106,008
+2,053
4016
$1.11M ﹤0.01%
33,742
+5,806
4017
$1.11M ﹤0.01%
13,723
-19,135
4018
$1.11M ﹤0.01%
34,407
-7,768
4019
$1.11M ﹤0.01%
319,645
+45,476
4020
$1.1M ﹤0.01%
205,883
-298
4021
$1.1M ﹤0.01%
131,532
+87,981
4022
$1.1M ﹤0.01%
119,384
+43,875
4023
$1.1M ﹤0.01%
73,791
+39,121
4024
$1.09M ﹤0.01%
158,472
-18,341
4025
$1.09M ﹤0.01%
43,400
-1,215