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
5001
$209K ﹤0.01%
29,875
+29,407
5002
$209K ﹤0.01%
2,626
+205
5003
$208K ﹤0.01%
7,687
+7,038
5004
$208K ﹤0.01%
8,891
+453
5005
$207K ﹤0.01%
106,650
+27,713
5006
$207K ﹤0.01%
50,170
-34,352
5007
$207K ﹤0.01%
75,960
+53,801
5008
$206K ﹤0.01%
3,436
+3,222
5009
$206K ﹤0.01%
5,041
-405
5010
$206K ﹤0.01%
1,650
-2,356
5011
$204K ﹤0.01%
27,225
5012
$204K ﹤0.01%
16,538
+9,792
5013
$202K ﹤0.01%
25,269
+11,038
5014
$201K ﹤0.01%
7,939
-295
5015
$201K ﹤0.01%
4,225
-3,344
5016
$201K ﹤0.01%
18,361
+6,567
5017
$200K ﹤0.01%
29,241
+11,214
5018
$200K ﹤0.01%
70,108
-7,948
5019
$199K ﹤0.01%
60,594
-490,198
5020
$199K ﹤0.01%
23,843
+7,991
5021
$199K ﹤0.01%
22,822
+2,973
5022
$199K ﹤0.01%
33,130
-53,021
5023
$199K ﹤0.01%
68,353
-5,852
5024
$199K ﹤0.01%
14,206
+2,747
5025
$199K ﹤0.01%
246
+61