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
3501
$600K ﹤0.01%
+38,852
3502
$600K ﹤0.01%
+54,307
3503
$599K ﹤0.01%
+44,471
3504
$599K ﹤0.01%
+38,888
3505
$599K ﹤0.01%
+42,469
3506
$598K ﹤0.01%
+4,639
3507
$598K ﹤0.01%
+12,519
3508
$598K ﹤0.01%
+10,666
3509
$597K ﹤0.01%
+42,707
3510
$597K ﹤0.01%
+42,726
3511
$597K ﹤0.01%
+48,525
3512
$596K ﹤0.01%
+52,572
3513
$595K ﹤0.01%
+38,862
3514
$593K ﹤0.01%
+33,939
3515
$592K ﹤0.01%
+29,993
3516
$592K ﹤0.01%
+11,720
3517
$591K ﹤0.01%
+16,318
3518
$590K ﹤0.01%
+231,624
3519
$589K ﹤0.01%
+23,223
3520
$589K ﹤0.01%
+13,723
3521
$589K ﹤0.01%
+62,390
3522
$588K ﹤0.01%
+28,908
3523
$588K ﹤0.01%
+39,304
3524
$588K ﹤0.01%
+44,767
3525
$588K ﹤0.01%
+10,152
139 140
141
142 143