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
2951
$1.15M ﹤0.01%
+29,556
2952
$1.15M ﹤0.01%
+22,331
2953
$1.15M ﹤0.01%
+30,845
2954
$1.15M ﹤0.01%
+62,097
2955
$1.14M ﹤0.01%
+137,286
2956
$1.14M ﹤0.01%
+39,112
2957
$1.14M ﹤0.01%
+22,152
2958
$1.14M ﹤0.01%
+21,792
2959
$1.14M ﹤0.01%
+64,205
2960
$1.14M ﹤0.01%
+26,545
2961
$1.13M ﹤0.01%
+53,361
2962
$1.13M ﹤0.01%
+15,008
2963
$1.13M ﹤0.01%
+70,189
2964
$1.13M ﹤0.01%
+22,367
2965
$1.13M ﹤0.01%
+53,225
2966
$1.12M ﹤0.01%
+50,899
2967
$1.12M ﹤0.01%
+17,450
2968
$1.12M ﹤0.01%
+30,558
2969
$1.11M ﹤0.01%
+135,679
2970
$1.11M ﹤0.01%
+26,446
2971
$1.11M ﹤0.01%
+101,387
2972
$1.11M ﹤0.01%
+65,806
2973
$1.11M ﹤0.01%
+85,325
2974
$1.11M ﹤0.01%
+29,364
2975
$1.11M ﹤0.01%
+13,208
117 118
119
120 121