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
4101
$975K ﹤0.01%
75,184
+55,874
4102
$973K ﹤0.01%
283,664
+10,659
4103
$969K ﹤0.01%
54,415
-201,375
4104
$959K ﹤0.01%
145,922
+49,779
4105
$957K ﹤0.01%
12,407
+12,310
4106
$956K ﹤0.01%
35,273
+6,973
4107
$956K ﹤0.01%
112,138
+50,671
4108
$955K ﹤0.01%
117,634
+17,950
4109
$954K ﹤0.01%
6,317
+19
4110
$947K ﹤0.01%
100,986
-25,439
4111
$947K ﹤0.01%
117,033
+9,725
4112
$944K ﹤0.01%
89,502
+25,886
4113
$942K ﹤0.01%
20,944
+3,813
4114
$934K ﹤0.01%
349,861
-790,589
4115
$934K ﹤0.01%
35,309
+789
4116
$932K ﹤0.01%
99,052
+5,936
4117
$930K ﹤0.01%
74,549
+11,039
4118
$929K ﹤0.01%
21,162
+5,952
4119
$929K ﹤0.01%
53,932
+10,582
4120
$929K ﹤0.01%
64,956
+5,214
4121
$928K ﹤0.01%
21,518
+628
4122
$928K ﹤0.01%
87,750
+8,744
4123
$923K ﹤0.01%
650,092
-459,258
4124
$923K ﹤0.01%
71,086
+679
4125
$922K ﹤0.01%
92,683
-37,573