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
3376
$700K ﹤0.01%
+71,761
3377
$699K ﹤0.01%
+47,737
3378
$699K ﹤0.01%
+93,580
3379
$699K ﹤0.01%
+42,454
3380
$699K ﹤0.01%
+23,861
3381
$697K ﹤0.01%
+48,338
3382
$697K ﹤0.01%
+45,946
3383
$697K ﹤0.01%
+23,250
3384
$697K ﹤0.01%
+164,911
3385
$695K ﹤0.01%
+84,055
3386
$694K ﹤0.01%
+54,118
3387
$693K ﹤0.01%
+109,269
3388
$692K ﹤0.01%
+51,753
3389
$692K ﹤0.01%
+24,017
3390
$691K ﹤0.01%
+8,858
3391
$691K ﹤0.01%
+47,582
3392
$690K ﹤0.01%
+74,902
3393
$688K ﹤0.01%
+328,104
3394
$687K ﹤0.01%
+37,890
3395
$686K ﹤0.01%
+28,358
3396
$685K ﹤0.01%
+3,607
3397
$684K ﹤0.01%
+12,519
3398
$683K ﹤0.01%
+56,982
3399
$682K ﹤0.01%
+11,046
3400
$682K ﹤0.01%
+34,834
134 135
136
137 138