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
1001
$72.8M 0.01%
1,078,050
+433,771
1002
$72.7M 0.01%
1,612,974
+298,816
1003
$72.7M 0.01%
4,459,276
+942,852
1004
$72.6M 0.01%
771,947
+6,365
1005
$72.6M 0.01%
877,245
+169,822
1006
$72.4M 0.01%
1,034,960
+203,630
1007
$72.3M 0.01%
779,240
+97,651
1008
$72.1M 0.01%
2,588,555
+327,351
1009
$72M 0.01%
2,888,364
-559,811
1010
$72M 0.01%
2,677,250
+421,051
1011
$71.8M 0.01%
2,016,647
+631,641
1012
$71.8M 0.01%
3,803,986
+239,682
1013
$71.5M 0.01%
1,064,725
+131,841
1014
$71.2M 0.01%
7,287,680
+190,711
1015
$71.1M 0.01%
766,415
-1,534,554
1016
$71M 0.01%
645,531
-36,452
1017
$70.7M 0.01%
394,332
+59,924
1018
$70.6M 0.01%
12,076,891
-3,837,575
1019
$70.3M 0.01%
1,057,887
-99,225
1020
$70.1M 0.01%
857,743
+226,885
1021
$70.1M 0.01%
1,777,348
+140,808
1022
$69.8M 0.01%
2,603,589
+30,353
1023
$69.7M 0.01%
2,802,790
+136,363
1024
$69.3M 0.01%
1,132,389
-125,523
1025
$69.3M 0.01%
2,478,626
+96,093