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
3551
$562K ﹤0.01%
+22,788
3552
$562K ﹤0.01%
+14,684
3553
$561K ﹤0.01%
+51,312
3554
$560K ﹤0.01%
+20,194
3555
$560K ﹤0.01%
+88,590
3556
$560K ﹤0.01%
+26,827
3557
$560K ﹤0.01%
+40,091
3558
$560K ﹤0.01%
+50,027
3559
$560K ﹤0.01%
+28,792
3560
$560K ﹤0.01%
+4,497
3561
$559K ﹤0.01%
+18,926
3562
$559K ﹤0.01%
+37,979
3563
$558K ﹤0.01%
+155,613
3564
$553K ﹤0.01%
+26,106
3565
$552K ﹤0.01%
+37,382
3566
$552K ﹤0.01%
+21,060
3567
$550K ﹤0.01%
+2,798
3568
$549K ﹤0.01%
+10,412
3569
$548K ﹤0.01%
+23,374
3570
$548K ﹤0.01%
+34,845
3571
$548K ﹤0.01%
+43,446
3572
$548K ﹤0.01%
+18,707
3573
$548K ﹤0.01%
+29,129
3574
$547K ﹤0.01%
+12,396
3575
$545K ﹤0.01%
+5,067
141 142
143
144 145