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
5101
$166K ﹤0.01%
11,429
+451
5102
$164K ﹤0.01%
3,571
-432
5103
$164K ﹤0.01%
+3,815
5104
$164K ﹤0.01%
53,153
+26,657
5105
$164K ﹤0.01%
9,252
+626
5106
$164K ﹤0.01%
10,459
+4,239
5107
$164K ﹤0.01%
7,220
+312
5108
$163K ﹤0.01%
10,454
-2,846
5109
$162K ﹤0.01%
37,281
-50,340
5110
$162K ﹤0.01%
25,364
+13,091
5111
$162K ﹤0.01%
51,488
-143,668
5112
$162K ﹤0.01%
44,503
+44,429
5113
$161K ﹤0.01%
6,616
-20
5114
$161K ﹤0.01%
28,186
-129,638
5115
$161K ﹤0.01%
12,580
-10,588
5116
$160K ﹤0.01%
106,007
-9,589
5117
$160K ﹤0.01%
47
+26
5118
$159K ﹤0.01%
24,500
+11,261
5119
$158K ﹤0.01%
9,516
+1,292
5120
$158K ﹤0.01%
+6,281
5121
$158K ﹤0.01%
42,428
+7,114
5122
$157K ﹤0.01%
5,097
+551
5123
$156K ﹤0.01%
+8,350
5124
$156K ﹤0.01%
40,450
-31,784
5125
$156K ﹤0.01%
8,574
+6,028