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
3426
$664K ﹤0.01%
+37,850
3427
$664K ﹤0.01%
+89,009
3428
$664K ﹤0.01%
+46,383
3429
$664K ﹤0.01%
+42,600
3430
$662K ﹤0.01%
+25,847
3431
$660K ﹤0.01%
+45,308
3432
$660K ﹤0.01%
+135,000
3433
$659K ﹤0.01%
+31,072
3434
$659K ﹤0.01%
+180,657
3435
$658K ﹤0.01%
+46,495
3436
$658K ﹤0.01%
+19,411
3437
$657K ﹤0.01%
+84,029
3438
$657K ﹤0.01%
+20,096
3439
$656K ﹤0.01%
+33,134
3440
$655K ﹤0.01%
+39,709
3441
$654K ﹤0.01%
+28,795
3442
$652K ﹤0.01%
+31,939
3443
$651K ﹤0.01%
+43,790
3444
$648K ﹤0.01%
+53,618
3445
$648K ﹤0.01%
+31,118
3446
$648K ﹤0.01%
+37,389
3447
$647K ﹤0.01%
+37,705
3448
$647K ﹤0.01%
+47,009
3449
$647K ﹤0.01%
+89,067
3450
$646K ﹤0.01%
+53,549
136 137
138
139 140