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
4201
$820K ﹤0.01%
20,419
-17,876
4202
$820K ﹤0.01%
118,650
-3,850
4203
$820K ﹤0.01%
18,720
-11
4204
$817K ﹤0.01%
38,156
+2,557
4205
$816K ﹤0.01%
513,199
+425,704
4206
$816K ﹤0.01%
27,547
+8,354
4207
$816K ﹤0.01%
+42,864
4208
$814K ﹤0.01%
109,244
+100,232
4209
$813K ﹤0.01%
80,000
4210
$811K ﹤0.01%
173,002
+5,804
4211
$810K ﹤0.01%
57,842
-23,353
4212
$809K ﹤0.01%
80,000
4213
$807K ﹤0.01%
8,559
-110
4214
$805K ﹤0.01%
59,621
+4,606
4215
$804K ﹤0.01%
75,589
-10,135
4216
$804K ﹤0.01%
206,202
+49,090
4217
$804K ﹤0.01%
70,573
+30,930
4218
$802K ﹤0.01%
31,043
-16,042
4219
$802K ﹤0.01%
42,198
+1,299
4220
$800K ﹤0.01%
25,714
+9,869
4221
$798K ﹤0.01%
122,945
+30,641
4222
$797K ﹤0.01%
29,291
+13,307
4223
$797K ﹤0.01%
235,100
+206,493
4224
$795K ﹤0.01%
26,478
+2,335
4225
$794K ﹤0.01%
89,916
+11,919