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
3626
$508K ﹤0.01%
+1,418
3627
$508K ﹤0.01%
+36,504
3628
$507K ﹤0.01%
+16,120
3629
$506K ﹤0.01%
+5,088
3630
$506K ﹤0.01%
+10,885
3631
$506K ﹤0.01%
+17,603
3632
$506K ﹤0.01%
+26,484
3633
$505K ﹤0.01%
+25,022
3634
$504K ﹤0.01%
+111,001
3635
$504K ﹤0.01%
+21,008
3636
$503K ﹤0.01%
+14,556
3637
$503K ﹤0.01%
+5,734
3638
$503K ﹤0.01%
+31,909
3639
$501K ﹤0.01%
+81,910
3640
$501K ﹤0.01%
+36,725
3641
$500K ﹤0.01%
+38,446
3642
$498K ﹤0.01%
+14,536
3643
$497K ﹤0.01%
+111,306
3644
$496K ﹤0.01%
+19,934
3645
$495K ﹤0.01%
+56,804
3646
$494K ﹤0.01%
+2,666
3647
$494K ﹤0.01%
+5,553
3648
$494K ﹤0.01%
+65,390
3649
$492K ﹤0.01%
+64,224
3650
$491K ﹤0.01%
+52,348
144 145
146
147 148