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
5201
$135K ﹤0.01%
4,499
+2,065
5202
$135K ﹤0.01%
90,533
-336,119
5203
$134K ﹤0.01%
25,296
+20,204
5204
$134K ﹤0.01%
4,236
-1,380
5205
$133K ﹤0.01%
46,749
-109,042
5206
$133K ﹤0.01%
14,751
+7,162
5207
$133K ﹤0.01%
700,429
5208
$133K ﹤0.01%
15,167
+10,827
5209
$132K ﹤0.01%
10,944
+944
5210
$132K ﹤0.01%
79,918
+47,297
5211
$132K ﹤0.01%
5,798
-1,226
5212
$132K ﹤0.01%
22,183
+5,558
5213
$131K ﹤0.01%
7,892
+2,183
5214
$131K ﹤0.01%
7,992
+133
5215
$131K ﹤0.01%
7,528
+2,266
5216
$131K ﹤0.01%
14,412
+8,226
5217
$131K ﹤0.01%
9,719
-305,469
5218
$130K ﹤0.01%
4,109
-46,419
5219
$130K ﹤0.01%
6,575
+1,253
5220
$129K ﹤0.01%
25,892
-10,431
5221
$128K ﹤0.01%
16,915
+941
5222
$127K ﹤0.01%
19,450
+6,121
5223
$127K ﹤0.01%
11,157
-2,221
5224
$127K ﹤0.01%
4,156
-165
5225
$126K ﹤0.01%
5,882
-2,892