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
2701
$1.47M ﹤0.01%
+201,538
2702
$1.47M ﹤0.01%
+74,674
2703
$1.46M ﹤0.01%
+182,074
2704
$1.46M ﹤0.01%
+37,632
2705
$1.46M ﹤0.01%
+241,547
2706
$1.46M ﹤0.01%
+28,035
2707
$1.46M ﹤0.01%
+81,309
2708
$1.46M ﹤0.01%
+35,163
2709
$1.45M ﹤0.01%
+54,073
2710
$1.45M ﹤0.01%
+128,561
2711
$1.45M ﹤0.01%
+63,554
2712
$1.45M ﹤0.01%
+78,687
2713
$1.45M ﹤0.01%
+31,065
2714
$1.45M ﹤0.01%
+90,464
2715
$1.45M ﹤0.01%
+32,327
2716
$1.45M ﹤0.01%
+247,619
2717
$1.45M ﹤0.01%
+103,405
2718
$1.45M ﹤0.01%
+58,530
2719
$1.45M ﹤0.01%
+158,748
2720
$1.44M ﹤0.01%
+50,232
2721
$1.44M ﹤0.01%
+37,695
2722
$1.44M ﹤0.01%
+32,810
2723
$1.44M ﹤0.01%
+34,588
2724
$1.44M ﹤0.01%
+35,675
2725
$1.44M ﹤0.01%
+92,190
107 108
109
110 111