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
3301
$765K ﹤0.01%
+113,259
3302
$764K ﹤0.01%
+181,523
3303
$764K ﹤0.01%
+122,932
3304
$764K ﹤0.01%
+36,947
3305
$762K ﹤0.01%
+26,203
3306
$762K ﹤0.01%
+29,167
3307
$762K ﹤0.01%
+188,910
3308
$759K ﹤0.01%
+74,539
3309
$759K ﹤0.01%
+58,592
3310
$757K ﹤0.01%
+39,778
3311
$756K ﹤0.01%
+61,847
3312
$755K ﹤0.01%
+85,775
3313
$754K ﹤0.01%
+59,969
3314
$754K ﹤0.01%
+79,959
3315
$752K ﹤0.01%
+28,954
3316
$751K ﹤0.01%
+29,982
3317
$750K ﹤0.01%
+89,124
3318
$750K ﹤0.01%
+30,501
3319
$749K ﹤0.01%
+46,679
3320
$747K ﹤0.01%
+54,797
3321
$747K ﹤0.01%
+11,319
3322
$746K ﹤0.01%
+35,024
3323
$745K ﹤0.01%
+19,401
3324
$745K ﹤0.01%
+37,025
3325
$742K ﹤0.01%
+36,555
131 132
133
134 135