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
1701
$23.5M ﹤0.01%
400,160
+6,840
1702
$23.5M ﹤0.01%
872,702
+16,946
1703
$23.4M ﹤0.01%
2,536,972
+1,219,683
1704
$23.4M ﹤0.01%
517,706
+91,190
1705
$23.4M ﹤0.01%
302,015
+145,039
1706
$23.4M ﹤0.01%
1,171,935
+96,818
1707
$23.2M ﹤0.01%
680,945
-22,170
1708
$23.2M ﹤0.01%
324,604
-29,696
1709
$23.2M ﹤0.01%
164,289
+9,817
1710
$23.1M ﹤0.01%
89,551
+19,026
1711
$23M ﹤0.01%
586,666
+69,785
1712
$23M ﹤0.01%
1,067,528
-10,498
1713
$22.9M ﹤0.01%
131,882
+39
1714
$22.9M ﹤0.01%
160,735
-25,061
1715
$22.9M ﹤0.01%
154,457
-5,473
1716
$22.8M ﹤0.01%
573,463
-266,748
1717
$22.8M ﹤0.01%
526,485
+289,174
1718
$22.7M ﹤0.01%
453,275
+108,839
1719
$22.7M ﹤0.01%
423,398
-80,599
1720
$22.6M ﹤0.01%
1,365,057
+519,245
1721
$22.6M ﹤0.01%
632,644
-4,669
1722
$22.6M ﹤0.01%
214,573
-30,012
1723
$22.5M ﹤0.01%
397,361
-37,772
1724
$22.5M ﹤0.01%
1,130,886
+252,615
1725
$22.5M ﹤0.01%
471,184
+81,450