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
2976
$1.11M ﹤0.01%
+60,742
2977
$1.11M ﹤0.01%
+46,636
2978
$1.11M ﹤0.01%
+83,648
2979
$1.11M ﹤0.01%
+37,154
2980
$1.1M ﹤0.01%
+80,358
2981
$1.1M ﹤0.01%
+216,196
2982
$1.1M ﹤0.01%
+220,250
2983
$1.1M ﹤0.01%
+90,723
2984
$1.1M ﹤0.01%
+79,366
2985
$1.09M ﹤0.01%
+54,913
2986
$1.09M ﹤0.01%
+29,430
2987
$1.09M ﹤0.01%
+99,755
2988
$1.09M ﹤0.01%
+32,271
2989
$1.09M ﹤0.01%
+76,452
2990
$1.08M ﹤0.01%
+29,569
2991
$1.08M ﹤0.01%
+50,969
2992
$1.08M ﹤0.01%
+20,960
2993
$1.08M ﹤0.01%
+48,949
2994
$1.08M ﹤0.01%
+19,770
2995
$1.08M ﹤0.01%
+51,976
2996
$1.08M ﹤0.01%
+88,492
2997
$1.08M ﹤0.01%
+23,241
2998
$1.08M ﹤0.01%
+33,090
2999
$1.08M ﹤0.01%
+91,841
3000
$1.07M ﹤0.01%
+169,035
118 119
120
121 122