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
2776
$1.36M ﹤0.01%
+26,260
2777
$1.36M ﹤0.01%
+147,529
2778
$1.36M ﹤0.01%
+47,910
2779
$1.36M ﹤0.01%
+222,639
2780
$1.36M ﹤0.01%
+67,187
2781
$1.36M ﹤0.01%
+93,895
2782
$1.36M ﹤0.01%
+75,055
2783
$1.36M ﹤0.01%
+32,827
2784
$1.35M ﹤0.01%
+100,882
2785
$1.35M ﹤0.01%
+100,708
2786
$1.35M ﹤0.01%
+87,128
2787
$1.35M ﹤0.01%
+67,342
2788
$1.35M ﹤0.01%
+329,578
2789
$1.34M ﹤0.01%
+128,083
2790
$1.34M ﹤0.01%
+2,622
2791
$1.34M ﹤0.01%
+73,607
2792
$1.34M ﹤0.01%
+28,492
2793
$1.33M ﹤0.01%
+30,479
2794
$1.33M ﹤0.01%
+17,135
2795
$1.33M ﹤0.01%
+75,296
2796
$1.33M ﹤0.01%
+66,270
2797
$1.33M ﹤0.01%
+50,592
2798
$1.32M ﹤0.01%
+44,610
2799
$1.32M ﹤0.01%
+92,270
2800
$1.32M ﹤0.01%
+39,092
110 111
112
113 114