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
3076
$1M ﹤0.01%
+53,240
3077
$1M ﹤0.01%
+38,256
3078
$1M ﹤0.01%
+544,565
3079
$1M ﹤0.01%
+56,803
3080
$1M ﹤0.01%
+32,722
3081
$1M ﹤0.01%
+71,646
3082
$999K ﹤0.01%
+36,500
3083
$997K ﹤0.01%
+42,752
3084
$997K ﹤0.01%
+54,385
3085
$996K ﹤0.01%
+91,545
3086
$996K ﹤0.01%
+79,578
3087
$993K ﹤0.01%
+20,010
3088
$990K ﹤0.01%
+88,014
3089
$990K ﹤0.01%
+51,652
3090
$989K ﹤0.01%
+172,041
3091
$987K ﹤0.01%
+65,746
3092
$986K ﹤0.01%
+69,787
3093
$986K ﹤0.01%
+70,785
3094
$985K ﹤0.01%
+106,743
3095
$984K ﹤0.01%
+80,357
3096
$983K ﹤0.01%
+27,923
3097
$983K ﹤0.01%
+17,990
3098
$982K ﹤0.01%
+21,819
3099
$982K ﹤0.01%
+91,007
3100
$981K ﹤0.01%
+67,228
122 123
124
125 126