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
5301
$106K ﹤0.01%
5,100
+4,612
5302
$106K ﹤0.01%
5,661
+8
5303
$106K ﹤0.01%
13,652
+3,151
5304
$105K ﹤0.01%
10,623
+2,651
5305
$105K ﹤0.01%
8,002
+5,989
5306
$104K ﹤0.01%
14,132
-7,533
5307
$104K ﹤0.01%
51,097
+51,040
5308
$104K ﹤0.01%
4,614
+4,606
5309
$104K ﹤0.01%
2,091
+95
5310
$104K ﹤0.01%
+25,830
5311
$104K ﹤0.01%
22,871
+22,807
5312
$104K ﹤0.01%
5,227
+59
5313
$102K ﹤0.01%
5,919
-3,678
5314
$102K ﹤0.01%
+264
5315
$102K ﹤0.01%
29,393
+1,042
5316
$102K ﹤0.01%
3,385
+1,594
5317
$101K ﹤0.01%
2,556
+713
5318
$101K ﹤0.01%
7,500
-4,900
5319
$101K ﹤0.01%
10,000
-4
5320
$101K ﹤0.01%
27,319
+11,276
5321
$101K ﹤0.01%
1,026
5322
$100K ﹤0.01%
13,852
-8,210
5323
$100K ﹤0.01%
6,150
+5,763
5324
$100K ﹤0.01%
17,184
+3,907
5325
$99.9K ﹤0.01%
10,576
-408