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
3151
$931K ﹤0.01%
+60,841
3152
$931K ﹤0.01%
+76,966
3153
$930K ﹤0.01%
+242,022
3154
$930K ﹤0.01%
+315,559
3155
$927K ﹤0.01%
+29,811
3156
$919K ﹤0.01%
+71,788
3157
$919K ﹤0.01%
+61,797
3158
$918K ﹤0.01%
+56,454
3159
$918K ﹤0.01%
+111,022
3160
$916K ﹤0.01%
+21,311
3161
$915K ﹤0.01%
+113,529
3162
$912K ﹤0.01%
+97,492
3163
$911K ﹤0.01%
+52,343
3164
$911K ﹤0.01%
+5,397
3165
$911K ﹤0.01%
+68,941
3166
$910K ﹤0.01%
+82,748
3167
$909K ﹤0.01%
+35,994
3168
$909K ﹤0.01%
+49,038
3169
$909K ﹤0.01%
+96,870
3170
$908K ﹤0.01%
+66,020
3171
$908K ﹤0.01%
+63,240
3172
$907K ﹤0.01%
+39,267
3173
$907K ﹤0.01%
+63,170
3174
$907K ﹤0.01%
+37,578
3175
$906K ﹤0.01%
+2,596
125 126
127
128 129