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
2751
$1.4M ﹤0.01%
+95,258
2752
$1.4M ﹤0.01%
+47,564
2753
$1.4M ﹤0.01%
+332,298
2754
$1.4M ﹤0.01%
+44,045
2755
$1.4M ﹤0.01%
+229,848
2756
$1.39M ﹤0.01%
+58,531
2757
$1.39M ﹤0.01%
+25,230
2758
$1.39M ﹤0.01%
+100,669
2759
$1.39M ﹤0.01%
+100,508
2760
$1.39M ﹤0.01%
+67,390
2761
$1.39M ﹤0.01%
+96,319
2762
$1.39M ﹤0.01%
+67,000
2763
$1.38M ﹤0.01%
+59,346
2764
$1.38M ﹤0.01%
+51,426
2765
$1.38M ﹤0.01%
+91,275
2766
$1.37M ﹤0.01%
+11,938
2767
$1.37M ﹤0.01%
+3,435
2768
$1.37M ﹤0.01%
+48,028
2769
$1.37M ﹤0.01%
+28,354
2770
$1.37M ﹤0.01%
+88,244
2771
$1.37M ﹤0.01%
+79,482
2772
$1.37M ﹤0.01%
+111,087
2773
$1.37M ﹤0.01%
+73,336
2774
$1.37M ﹤0.01%
+26,379
2775
$1.36M ﹤0.01%
+36,438
109 110
111
112 113