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
3526
$586K ﹤0.01%
+26,062
3527
$585K ﹤0.01%
+17,830
3528
$585K ﹤0.01%
+23,829
3529
$585K ﹤0.01%
+38,262
3530
$583K ﹤0.01%
+11,858
3531
$583K ﹤0.01%
+64,543
3532
$582K ﹤0.01%
+15,862
3533
$581K ﹤0.01%
+51,856
3534
$579K ﹤0.01%
+22,294
3535
$576K ﹤0.01%
+38,403
3536
$576K ﹤0.01%
+23,410
3537
$576K ﹤0.01%
+20,986
3538
$574K ﹤0.01%
+64,549
3539
$574K ﹤0.01%
+26,709
3540
$572K ﹤0.01%
+12,769
3541
$570K ﹤0.01%
+42,674
3542
$570K ﹤0.01%
+9,510
3543
$568K ﹤0.01%
+8,299
3544
$567K ﹤0.01%
+100,164
3545
$566K ﹤0.01%
+22,696
3546
$566K ﹤0.01%
+27,248
3547
$564K ﹤0.01%
+21,908
3548
$563K ﹤0.01%
+34,663
3549
$563K ﹤0.01%
+22,574
3550
$562K ﹤0.01%
+67,844
140 141
142
143 144