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
5126
$156K ﹤0.01%
79,908
+79,198
5127
$155K ﹤0.01%
12,152
+33
5128
$155K ﹤0.01%
18,867
+757
5129
$155K ﹤0.01%
7,988
-900
5130
$155K ﹤0.01%
+4,894
5131
$153K ﹤0.01%
24,546
-5,306
5132
$153K ﹤0.01%
1,618
-479
5133
$153K ﹤0.01%
12,311
-2,674
5134
$152K ﹤0.01%
18,183
-23,998
5135
$152K ﹤0.01%
36,123
+27,248
5136
$151K ﹤0.01%
7,138
-8,487
5137
$151K ﹤0.01%
3,061
+1
5138
$151K ﹤0.01%
2,248
-5,097
5139
$151K ﹤0.01%
30,470
-11,036
5140
$150K ﹤0.01%
3,818
+132
5141
$150K ﹤0.01%
6,496
+982
5142
$150K ﹤0.01%
58,918
-19,279
5143
$149K ﹤0.01%
11,828
-86
5144
$149K ﹤0.01%
4,375
+4,363
5145
$149K ﹤0.01%
6,824
+1,226
5146
$148K ﹤0.01%
6,881
+5,600
5147
$148K ﹤0.01%
10,000
-20,500
5148
$148K ﹤0.01%
60,419
-505,171
5149
$148K ﹤0.01%
13,890
+13,860
5150
$148K ﹤0.01%
13,876
-3,388