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
$193B
AUM Growth
–
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,207
New
Increased
Reduced
Closed

Top Buys

1
+$6.55B
2
+$3.96B
3
+$2.47B
4
VWO icon
Vanguard FTSE Emerging Markets ETF
VWO
+$2.24B
5
PFE icon
Pfizer
PFE
+$2.12B

Top Sells

No sells this quarter

Sector Composition

1 Technology 8.38%
2 Healthcare 8.32%
3 Energy 8.22%
4 Industrials 8.11%
5 Financials 7.87%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
226
$183M 0.08%
+12,257,948
227
$182M 0.08%
+1,763,206
228
$181M 0.08%
+6,422,715
229
$180M 0.08%
+2,151,354
230
$178M 0.08%
+1,599,467
231
$178M 0.07%
+6,806,315
232
$175M 0.07%
+2,074,959
233
$175M 0.07%
+6,766,117
234
$174M 0.07%
+3,931,622
235
$173M 0.07%
+1,690,153
236
$173M 0.07%
+742,979
237
$172M 0.07%
+5,412,399
238
$171M 0.07%
+2,948,350
239
$170M 0.07%
+2,328,668
240
$170M 0.07%
+2,713,824
241
$169M 0.07%
+1,138,808
242
$169M 0.07%
+1,637,720
243
$169M 0.07%
+2,589,529
244
$168M 0.07%
+2,318,263
245
$168M 0.07%
+21,777,747
246
$167M 0.07%
+5,875,010
247
$167M 0.07%
+2,920,717
248
$167M 0.07%
+1,379,666
249
$166M 0.07%
+5,100,007
250
$166M 0.07%
+658,219
8 9
10
11 12