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
5226
$126K ﹤0.01%
99
-2,891
5227
$126K ﹤0.01%
7,922
-6,656
5228
$126K ﹤0.01%
5,919
+406
5229
$126K ﹤0.01%
7,704
+2,510
5230
$126K ﹤0.01%
18,070
-2,772
5231
$125K ﹤0.01%
48,901
+2,588
5232
$125K ﹤0.01%
10,473
+755
5233
$125K ﹤0.01%
57,286
+38,429
5234
$125K ﹤0.01%
6,481
+3,060
5235
$125K ﹤0.01%
8,804
+217
5236
$124K ﹤0.01%
39,254
-32,622
5237
$124K ﹤0.01%
5,330
-13,142
5238
$123K ﹤0.01%
30,529
+143
5239
$123K ﹤0.01%
67,539
+42,722
5240
$123K ﹤0.01%
409
-1,086
5241
$122K ﹤0.01%
31,647
+31,007
5242
$122K ﹤0.01%
2,204
5243
$121K ﹤0.01%
24,252
-10,148
5244
$121K ﹤0.01%
43,888
-4,237
5245
$121K ﹤0.01%
42,370
-15,263
5246
$121K ﹤0.01%
22,846
-5,213
5247
0
5248
$121K ﹤0.01%
28,836
-5,258
5249
$120K ﹤0.01%
1,070
5250
$120K ﹤0.01%
18,967
+4,553