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
2726
$1.44M ﹤0.01%
+11,648
2727
$1.44M ﹤0.01%
+37,048
2728
$1.44M ﹤0.01%
+207,068
2729
$1.43M ﹤0.01%
+28,481
2730
$1.43M ﹤0.01%
+41,556
2731
$1.43M ﹤0.01%
+54,176
2732
$1.43M ﹤0.01%
+95,737
2733
$1.43M ﹤0.01%
+102,619
2734
$1.42M ﹤0.01%
+41,778
2735
$1.42M ﹤0.01%
+104,326
2736
$1.42M ﹤0.01%
+55,991
2737
$1.42M ﹤0.01%
+94,655
2738
$1.42M ﹤0.01%
+78,905
2739
$1.42M ﹤0.01%
+122,329
2740
$1.42M ﹤0.01%
+109,680
2741
$1.41M ﹤0.01%
+31,380
2742
$1.41M ﹤0.01%
+85,473
2743
$1.41M ﹤0.01%
+94,611
2744
$1.41M ﹤0.01%
+117,593
2745
$1.41M ﹤0.01%
+52,243
2746
$1.41M ﹤0.01%
+123,403
2747
$1.41M ﹤0.01%
+37,326
2748
$1.4M ﹤0.01%
+31,432
2749
$1.4M ﹤0.01%
+55,469
2750
$1.4M ﹤0.01%
+34,833
108 109
110
111 112