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
7026
-260,000
7027
-12,342
7028
-1,070
7029
-320,000
7030
-1,639,075
7031
-68,755
7032
-49,900
7033
-29
7034
-700,846
7035
-478,528
7036
-340,000
7037
-270
7038
-41,523
7039
-24,012
7040
-901,312
7041
-194,600
7042
-527,721
7043
-123,172
7044
-2,987,772
7045
-5
7046
-260,000
7047
-50,000
7048
-3
7049
-2,445,518
7050
-196