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
2826
$1.28M ﹤0.01%
+133,578
2827
$1.28M ﹤0.01%
+66,812
2828
$1.28M ﹤0.01%
+56,346
2829
$1.28M ﹤0.01%
+38,539
2830
$1.28M ﹤0.01%
+37,054
2831
$1.28M ﹤0.01%
+24,280
2832
$1.27M ﹤0.01%
+86,252
2833
$1.27M ﹤0.01%
+59,650
2834
$1.27M ﹤0.01%
+57,754
2835
$1.27M ﹤0.01%
+108,187
2836
$1.27M ﹤0.01%
+10,972
2837
$1.27M ﹤0.01%
+54,951
2838
$1.27M ﹤0.01%
+82,188
2839
$1.27M ﹤0.01%
+41,570
2840
$1.27M ﹤0.01%
+73,569
2841
$1.27M ﹤0.01%
+71,555
2842
$1.27M ﹤0.01%
+28,980
2843
$1.26M ﹤0.01%
+90,337
2844
$1.26M ﹤0.01%
+184
2845
$1.26M ﹤0.01%
+27,902
2846
$1.26M ﹤0.01%
+376,111
2847
$1.26M ﹤0.01%
+26,903
2848
$1.26M ﹤0.01%
+37,415
2849
$1.26M ﹤0.01%
+54,051
2850
$1.26M ﹤0.01%
+25,393
112 113
114
115 116