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
3401
$682K ﹤0.01%
+91,327
3402
$682K ﹤0.01%
+69,048
3403
$680K ﹤0.01%
+39,417
3404
$680K ﹤0.01%
+21,675
3405
$679K ﹤0.01%
+32,752
3406
$679K ﹤0.01%
+49,951
3407
$677K ﹤0.01%
+41,014
3408
$677K ﹤0.01%
+204,320
3409
$675K ﹤0.01%
+51,366
3410
$675K ﹤0.01%
+68,544
3411
$673K ﹤0.01%
+49,115
3412
$673K ﹤0.01%
+43,196
3413
$672K ﹤0.01%
+89,713
3414
$671K ﹤0.01%
+42,389
3415
$670K ﹤0.01%
+33,493
3416
$669K ﹤0.01%
+27,067
3417
$668K ﹤0.01%
+17
3418
$667K ﹤0.01%
+40,336
3419
$667K ﹤0.01%
+54,019
3420
$667K ﹤0.01%
+19,765
3421
$666K ﹤0.01%
+39,584
3422
$666K ﹤0.01%
+79,344
3423
$666K ﹤0.01%
+18,177
3424
$666K ﹤0.01%
+56,070
3425
$665K ﹤0.01%
+496,020
135 136
137
138 139