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
3176
$906K ﹤0.01%
+38,284
3177
$906K ﹤0.01%
+35,780
3178
$905K ﹤0.01%
+64,810
3179
$901K ﹤0.01%
+123,548
3180
$900K ﹤0.01%
+407,119
3181
$900K ﹤0.01%
+73,735
3182
$896K ﹤0.01%
+99,686
3183
$896K ﹤0.01%
+33,491
3184
$894K ﹤0.01%
+104,057
3185
$893K ﹤0.01%
+7,938
3186
$892K ﹤0.01%
+61,695
3187
$888K ﹤0.01%
+28,184
3188
$887K ﹤0.01%
+55,880
3189
$885K ﹤0.01%
+59,232
3190
$885K ﹤0.01%
+11,853
3191
$884K ﹤0.01%
+55,382
3192
$883K ﹤0.01%
+60,223
3193
$882K ﹤0.01%
+39,543
3194
$880K ﹤0.01%
+198,313
3195
$877K ﹤0.01%
+44,362
3196
$875K ﹤0.01%
+27,597
3197
$874K ﹤0.01%
+19,654
3198
$874K ﹤0.01%
+74,585
3199
$874K ﹤0.01%
+68,253
3200
$872K ﹤0.01%
+132,175
126 127
128
129 130