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
3601
$521K ﹤0.01%
+36,933
3602
$521K ﹤0.01%
+101,531
3603
$521K ﹤0.01%
+31,438
3604
$521K ﹤0.01%
+29,108
3605
$520K ﹤0.01%
+37,011
3606
$520K ﹤0.01%
+95,437
3607
$519K ﹤0.01%
+15,278
3608
$519K ﹤0.01%
+12,774
3609
$518K ﹤0.01%
+31,383
3610
$518K ﹤0.01%
+14,878
3611
$518K ﹤0.01%
+30,649
3612
$517K ﹤0.01%
+24,592
3613
$514K ﹤0.01%
+31,452
3614
$514K ﹤0.01%
+86,440
3615
$514K ﹤0.01%
+24,161
3616
$513K ﹤0.01%
+31,212
3617
$512K ﹤0.01%
+12,292
3618
$512K ﹤0.01%
+10,529
3619
$511K ﹤0.01%
+39,718
3620
$510K ﹤0.01%
+9,065
3621
$510K ﹤0.01%
+17,743
3622
$510K ﹤0.01%
+20,260
3623
$509K ﹤0.01%
+35,608
3624
$509K ﹤0.01%
+4,796
3625
$509K ﹤0.01%
+5,658
143 144
145
146 147