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
3451
$644K ﹤0.01%
+48,081
3452
$643K ﹤0.01%
+89,232
3453
$642K ﹤0.01%
+51,668
3454
$641K ﹤0.01%
+2,818
3455
$641K ﹤0.01%
+15,768
3456
$639K ﹤0.01%
+38,022
3457
$639K ﹤0.01%
+12,578
3458
$636K ﹤0.01%
+40,505
3459
$635K ﹤0.01%
+23,065
3460
$634K ﹤0.01%
+28,494
3461
$634K ﹤0.01%
+47,482
3462
$632K ﹤0.01%
+54,800
3463
$632K ﹤0.01%
+139,234
3464
$632K ﹤0.01%
+516
3465
$631K ﹤0.01%
+43,416
3466
$631K ﹤0.01%
+1,862
3467
$630K ﹤0.01%
+49,678
3468
$630K ﹤0.01%
+27,926
3469
$630K ﹤0.01%
+48,443
3470
$628K ﹤0.01%
+30,939
3471
$628K ﹤0.01%
+82,998
3472
$627K ﹤0.01%
+15,451
3473
$627K ﹤0.01%
+14,531
3474
$625K ﹤0.01%
+18,707
3475
$622K ﹤0.01%
+219,797
137 138
139
140 141