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
3101
$980K ﹤0.01%
+30,252
3102
$980K ﹤0.01%
+92,176
3103
$980K ﹤0.01%
+57,801
3104
$979K ﹤0.01%
+521,152
3105
$977K ﹤0.01%
+47,125
3106
$977K ﹤0.01%
+91,611
3107
$977K ﹤0.01%
+55,801
3108
$976K ﹤0.01%
+26,658
3109
$975K ﹤0.01%
+62,907
3110
$975K ﹤0.01%
+18,648
3111
$975K ﹤0.01%
+46,437
3112
$974K ﹤0.01%
+24,541
3113
$973K ﹤0.01%
+83,055
3114
$973K ﹤0.01%
+10,230
3115
$972K ﹤0.01%
+13,456
3116
$970K ﹤0.01%
+110,885
3117
$969K ﹤0.01%
+79,957
3118
$968K ﹤0.01%
+28,333
3119
$968K ﹤0.01%
+59,840
3120
$967K ﹤0.01%
+30,372
3121
$967K ﹤0.01%
+28,574
3122
$966K ﹤0.01%
+29,838
3123
$963K ﹤0.01%
+24,744
3124
$962K ﹤0.01%
+3,463
3125
$962K ﹤0.01%
+27,854
123 124
125
126 127