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
2501
$1.84M ﹤0.01%
+87,429
2502
$1.84M ﹤0.01%
+28,317
2503
$1.84M ﹤0.01%
+133,935
2504
$1.84M ﹤0.01%
+59,634
2505
$1.84M ﹤0.01%
+56,075
2506
$1.84M ﹤0.01%
+102,783
2507
$1.84M ﹤0.01%
+171,148
2508
$1.83M ﹤0.01%
+54,679
2509
$1.83M ﹤0.01%
+104,359
2510
$1.83M ﹤0.01%
+161,070
2511
$1.83M ﹤0.01%
+127,864
2512
$1.82M ﹤0.01%
+50,010
2513
$1.82M ﹤0.01%
+32,262
2514
$1.82M ﹤0.01%
+26,470
2515
$1.82M ﹤0.01%
+82,131
2516
$1.82M ﹤0.01%
+74,708
2517
$1.82M ﹤0.01%
+117,528
2518
$1.82M ﹤0.01%
+136,606
2519
$1.82M ﹤0.01%
+136,760
2520
$1.82M ﹤0.01%
+280,196
2521
$1.81M ﹤0.01%
+69,454
2522
$1.81M ﹤0.01%
+25,481
2523
$1.81M ﹤0.01%
+45,967
2524
$1.81M ﹤0.01%
+130,236
2525
$1.8M ﹤0.01%
+473,727
99 100
101
102 103