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
3351
$724K ﹤0.01%
+50,289
3352
$724K ﹤0.01%
+96,276
3353
$723K ﹤0.01%
+325,601
3354
$723K ﹤0.01%
+93,605
3355
$721K ﹤0.01%
+125,638
3356
$719K ﹤0.01%
+12,237
3357
$719K ﹤0.01%
+42,834
3358
$719K ﹤0.01%
+48,159
3359
$718K ﹤0.01%
+72,913
3360
$717K ﹤0.01%
+43,844
3361
$714K ﹤0.01%
+33,420
3362
$714K ﹤0.01%
+15,640
3363
$710K ﹤0.01%
+81,685
3364
$710K ﹤0.01%
+45,077
3365
$709K ﹤0.01%
+30,532
3366
$709K ﹤0.01%
+21,887
3367
$709K ﹤0.01%
+14,806
3368
$708K ﹤0.01%
+50,481
3369
$706K ﹤0.01%
+22,311
3370
$706K ﹤0.01%
+36,028
3371
$705K ﹤0.01%
+302,578
3372
$705K ﹤0.01%
+106,513
3373
$705K ﹤0.01%
+31,650
3374
$704K ﹤0.01%
+17,533
3375
$702K ﹤0.01%
+11,256
133 134
135
136 137