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
2601
$1.64M ﹤0.01%
+71,272
2602
$1.64M ﹤0.01%
+43,427
2603
$1.64M ﹤0.01%
+66,445
2604
$1.64M ﹤0.01%
+56,182
2605
$1.64M ﹤0.01%
+29,398
2606
$1.64M ﹤0.01%
+62,468
2607
$1.63M ﹤0.01%
+36,760
2608
$1.63M ﹤0.01%
+99,112
2609
$1.63M ﹤0.01%
+42,989
2610
$1.63M ﹤0.01%
+51,096
2611
$1.62M ﹤0.01%
+135,737
2612
$1.62M ﹤0.01%
+110,090
2613
$1.62M ﹤0.01%
+104,276
2614
$1.61M ﹤0.01%
+157,279
2615
$1.61M ﹤0.01%
+39,224
2616
$1.61M ﹤0.01%
+196,923
2617
$1.61M ﹤0.01%
+228,622
2618
$1.61M ﹤0.01%
+6,773
2619
$1.61M ﹤0.01%
+10,831
2620
$1.6M ﹤0.01%
+118,505
2621
$1.6M ﹤0.01%
+41,567
2622
$1.6M ﹤0.01%
+77,059
2623
$1.6M ﹤0.01%
+73,988
2624
$1.6M ﹤0.01%
+94,093
2625
$1.6M ﹤0.01%
+415,344
103 104
105
106 107