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
3476
$621K ﹤0.01%
+105,731
3477
$620K ﹤0.01%
+18,083
3478
$620K ﹤0.01%
+35,263
3479
$619K ﹤0.01%
+19,720
3480
$618K ﹤0.01%
+10,913
3481
$618K ﹤0.01%
+83,370
3482
$617K ﹤0.01%
+23,621
3483
$617K ﹤0.01%
+44,672
3484
$616K ﹤0.01%
+30,160
3485
$614K ﹤0.01%
+59,827
3486
$614K ﹤0.01%
+16,650
3487
$612K ﹤0.01%
+29,752
3488
$611K ﹤0.01%
+50,672
3489
$611K ﹤0.01%
+80,551
3490
$610K ﹤0.01%
+23,966
3491
$610K ﹤0.01%
+17,746
3492
$608K ﹤0.01%
+15,370
3493
$607K ﹤0.01%
+58,059
3494
$606K ﹤0.01%
+41,469
3495
$605K ﹤0.01%
+74,964
3496
$604K ﹤0.01%
+72,571
3497
$603K ﹤0.01%
+47,879
3498
$602K ﹤0.01%
+96,317
3499
$601K ﹤0.01%
+30,854
3500
$601K ﹤0.01%
+45,751
138 139
140
141 142