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
3576
$543K ﹤0.01%
+11,017
3577
$543K ﹤0.01%
+25,900
3578
$543K ﹤0.01%
+11,245
3579
$542K ﹤0.01%
+13,900
3580
$539K ﹤0.01%
+26,866
3581
$538K ﹤0.01%
+21,565
3582
$536K ﹤0.01%
+2,443
3583
$536K ﹤0.01%
+119,326
3584
$534K ﹤0.01%
+17,714
3585
$534K ﹤0.01%
+49,622
3586
$533K ﹤0.01%
+36,663
3587
$533K ﹤0.01%
+24,173
3588
$532K ﹤0.01%
+10,911
3589
$532K ﹤0.01%
+85,801
3590
$531K ﹤0.01%
+40,325
3591
$531K ﹤0.01%
+18,747
3592
$530K ﹤0.01%
+93,918
3593
$530K ﹤0.01%
+39,291
3594
$529K ﹤0.01%
+15,081
3595
$527K ﹤0.01%
+25,830
3596
$526K ﹤0.01%
+18,135
3597
$524K ﹤0.01%
+40,140
3598
$523K ﹤0.01%
+8,326
3599
$523K ﹤0.01%
+56,003
3600
$523K ﹤0.01%
+14,173
142 143
144
145 146