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
$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
2476
$1.88M ﹤0.01%
+93,764
2477
$1.88M ﹤0.01%
+19,987
2478
$1.88M ﹤0.01%
+81,896
2479
$1.88M ﹤0.01%
+157,926
2480
$1.88M ﹤0.01%
+94,583
2481
$1.87M ﹤0.01%
+24,130
2482
$1.87M ﹤0.01%
+102,618
2483
$1.87M ﹤0.01%
+21,713
2484
$1.87M ﹤0.01%
+53,650
2485
$1.86M ﹤0.01%
+73,719
2486
$1.86M ﹤0.01%
+107,884
2487
$1.86M ﹤0.01%
+164,656
2488
$1.86M ﹤0.01%
+107,052
2489
$1.86M ﹤0.01%
+89,667
2490
$1.86M ﹤0.01%
+133,884
2491
$1.86M ﹤0.01%
+5,540
2492
$1.86M ﹤0.01%
+46,516
2493
$1.85M ﹤0.01%
+84,528
2494
$1.85M ﹤0.01%
+98,852
2495
$1.85M ﹤0.01%
+92,545
2496
$1.85M ﹤0.01%
+172,397
2497
$1.85M ﹤0.01%
+65,761
2498
$1.84M ﹤0.01%
+74,011
2499
$1.84M ﹤0.01%
+36,576
2500
$1.84M ﹤0.01%
+51,890
98 99
100
101 102