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
4301
$699K ﹤0.01%
162,460
+66,858
4302
$698K ﹤0.01%
20,409
-1,066
4303
$697K ﹤0.01%
23,784
-17,675
4304
$695K ﹤0.01%
27,751
+1,618
4305
$693K ﹤0.01%
15,993
+1,071
4306
$692K ﹤0.01%
572,298
+514,698
4307
$691K ﹤0.01%
62,848
+6,939
4308
$691K ﹤0.01%
15,147
+972
4309
$690K ﹤0.01%
186,987
+7,068
4310
$689K ﹤0.01%
75,773
+410
4311
$688K ﹤0.01%
46,051
-29,091
4312
$688K ﹤0.01%
30,000
4313
$687K ﹤0.01%
75,125
+1,185
4314
$687K ﹤0.01%
98,690
-10,335
4315
$684K ﹤0.01%
10,334
+39
4316
$682K ﹤0.01%
75,619
+13,902
4317
$682K ﹤0.01%
87,837
+36,161
4318
$681K ﹤0.01%
48,463
+1,968
4319
$681K ﹤0.01%
10,857
-21,308
4320
$680K ﹤0.01%
15,722
+404
4321
$677K ﹤0.01%
65,942
+15,942
4322
$677K ﹤0.01%
28,443
+3,576
4323
$674K ﹤0.01%
6,436
-833
4324
$673K ﹤0.01%
415,344
+348,879
4325
$672K ﹤0.01%
15,051
-10,674