Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$835B
AUM Growth
+$121B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
7,190
New
Increased
Reduced
Closed

Top Buys

1 +$12.1B
2 +$9.31B
3 +$3.17B
4
IEMG icon
iShares Core MSCI Emerging Markets ETF
IEMG
+$2.91B
5
MSFT icon
Microsoft
MSFT
+$1.9B

Sector Composition

1 Technology 12.88%
2 Financials 8.11%
3 Healthcare 7.29%
4 Consumer Discretionary 6.47%
5 Industrials 6.15%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
6501
-200
6502
$0 ﹤0.01%
+100
6503
$0 ﹤0.01%
+163
6504
-100,002
6505
-139
6506
$0 ﹤0.01%
+100
6507
-50,000
6508
-100,000
6509
-113,909
6510
-97,049
6511
$0 ﹤0.01%
6
-4
6512
-3,667
6513
-64,000
6514
-4
6515
-184,534
6516
-75,000
6517
-104,696
6518
-10,000
6519
-805,566
6520
-988
6521
-2,752
6522
-160
6523
-823
6524
-872
6525
-50,165