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
3226
$839K ﹤0.01%
+31,057
3227
$839K ﹤0.01%
+72,154
3228
$839K ﹤0.01%
+54,391
3229
$836K ﹤0.01%
+12,098
3230
$835K ﹤0.01%
+38,838
3231
$832K ﹤0.01%
+371,269
3232
$831K ﹤0.01%
+64,829
3233
$831K ﹤0.01%
+11,411
3234
$831K ﹤0.01%
+34,361
3235
$830K ﹤0.01%
+7,262
3236
$830K ﹤0.01%
+150,288
3237
$830K ﹤0.01%
+46,032
3238
$829K ﹤0.01%
+89,969
3239
$829K ﹤0.01%
+75,625
3240
$828K ﹤0.01%
+85,064
3241
$828K ﹤0.01%
+87,797
3242
$826K ﹤0.01%
+58,256
3243
$824K ﹤0.01%
+76,608
3244
$817K ﹤0.01%
+15,804
3245
$816K ﹤0.01%
+20,541
3246
$816K ﹤0.01%
+692,606
3247
$815K ﹤0.01%
+36,110
3248
$815K ﹤0.01%
+1,670
3249
$814K ﹤0.01%
+30,060
3250
$814K ﹤0.01%
+71,273
128 129
130
131 132