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
2051
$14.9M ﹤0.01%
202,884
+66,757
2052
$14.9M ﹤0.01%
104,634
+73,780
2053
$14.9M ﹤0.01%
138,347
+3,165
2054
$14.9M ﹤0.01%
298,862
-20,776
2055
$14.9M ﹤0.01%
297,745
+91,028
2056
$14.9M ﹤0.01%
506,592
+297,570
2057
$14.8M ﹤0.01%
157,476
+70,635
2058
$14.8M ﹤0.01%
766,939
+178,307
2059
$14.8M ﹤0.01%
372,612
+156,662
2060
$14.8M ﹤0.01%
409,410
+143,685
2061
$14.7M ﹤0.01%
3,510,679
+2,584,316
2062
$14.7M ﹤0.01%
1,333,025
-74,079
2063
$14.7M ﹤0.01%
2,090,551
-151,274
2064
$14.7M ﹤0.01%
160,503
-8,100
2065
$14.7M ﹤0.01%
1,094,872
-46,283
2066
$14.7M ﹤0.01%
375,257
+99,217
2067
$14.6M ﹤0.01%
865,576
+164,574
2068
$14.6M ﹤0.01%
359,969
+2,093
2069
$14.6M ﹤0.01%
307,812
+110,972
2070
$14.6M ﹤0.01%
223,843
-33,724
2071
$14.6M ﹤0.01%
607,512
+103,157
2072
$14.5M ﹤0.01%
361,914
+23,837
2073
$14.5M ﹤0.01%
417,597
-34,601
2074
$14.5M ﹤0.01%
304,940
+43,424
2075
$14.5M ﹤0.01%
861,804
-3,898,821