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
3051
$1.02M ﹤0.01%
+35,844
3052
$1.02M ﹤0.01%
+63,533
3053
$1.02M ﹤0.01%
+35,944
3054
$1.02M ﹤0.01%
+87,787
3055
$1.02M ﹤0.01%
+215,915
3056
$1.02M ﹤0.01%
+44,213
3057
$1.02M ﹤0.01%
+65,735
3058
$1.02M ﹤0.01%
+22,287
3059
$1.01M ﹤0.01%
+78,345
3060
$1.01M ﹤0.01%
+32,312
3061
$1.01M ﹤0.01%
+150,132
3062
$1.01M ﹤0.01%
+58,090
3063
$1.01M ﹤0.01%
+11,014
3064
$1.01M ﹤0.01%
+31,921
3065
$1.01M ﹤0.01%
+83,669
3066
$1.01M ﹤0.01%
+56,757
3067
$1.01M ﹤0.01%
+53,698
3068
$1.01M ﹤0.01%
+172,000
3069
$1M ﹤0.01%
+44,136
3070
$1M ﹤0.01%
+57,668
3071
$1M ﹤0.01%
+57,010
3072
$1M ﹤0.01%
+29,379
3073
$1M ﹤0.01%
+71,506
3074
$1M ﹤0.01%
+73,351
3075
$1M ﹤0.01%
+51,915
121 122
123
124 125