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
2551
$1.74M ﹤0.01%
+36,985
2552
$1.74M ﹤0.01%
+132,590
2553
$1.74M ﹤0.01%
+70,912
2554
$1.74M ﹤0.01%
+185,635
2555
$1.74M ﹤0.01%
+67,066
2556
$1.74M ﹤0.01%
+24,087
2557
$1.73M ﹤0.01%
+196,246
2558
$1.73M ﹤0.01%
+73,675
2559
$1.73M ﹤0.01%
+69,246
2560
$1.73M ﹤0.01%
+30,835
2561
$1.73M ﹤0.01%
+103,643
2562
$1.73M ﹤0.01%
+2,483
2563
$1.73M ﹤0.01%
+61,702
2564
$1.73M ﹤0.01%
+72,980
2565
$1.72M ﹤0.01%
+57,522
2566
$1.72M ﹤0.01%
+258,275
2567
$1.72M ﹤0.01%
+423,905
2568
$1.72M ﹤0.01%
+52,826
2569
$1.72M ﹤0.01%
+71,286
2570
$1.72M ﹤0.01%
+108,422
2571
$1.72M ﹤0.01%
+226,262
2572
$1.72M ﹤0.01%
+45,699
2573
$1.71M ﹤0.01%
+48,780
2574
$1.71M ﹤0.01%
+184,189
2575
$1.71M ﹤0.01%
+70,132
101 102
103
104 105