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
3126
$961K ﹤0.01%
+217,358
3127
$961K ﹤0.01%
+195,763
3128
$958K ﹤0.01%
+23,337
3129
$957K ﹤0.01%
+47,298
3130
$956K ﹤0.01%
+37,189
3131
$956K ﹤0.01%
+82,203
3132
$956K ﹤0.01%
+33,740
3133
$952K ﹤0.01%
+22,662
3134
$952K ﹤0.01%
+23,049
3135
$951K ﹤0.01%
+20,568
3136
$951K ﹤0.01%
+72,832
3137
$951K ﹤0.01%
+5,391
3138
$947K ﹤0.01%
+69,058
3139
$947K ﹤0.01%
+20,750
3140
$946K ﹤0.01%
+19,926
3141
$944K ﹤0.01%
+34,735
3142
$941K ﹤0.01%
+81,750
3143
$939K ﹤0.01%
+79,826
3144
$938K ﹤0.01%
+3,976
3145
$938K ﹤0.01%
+130,214
3146
$937K ﹤0.01%
+38,514
3147
$937K ﹤0.01%
+19,181
3148
$936K ﹤0.01%
+40,033
3149
$932K ﹤0.01%
+21,976
3150
$932K ﹤0.01%
+22,356
124 125
126
127 128