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
3676
$480K ﹤0.01%
+35,963
3677
$479K ﹤0.01%
+36,123
3678
$479K ﹤0.01%
+19,548
3679
$479K ﹤0.01%
+131,200
3680
$478K ﹤0.01%
+6,502
3681
– –
0
3682
$478K ﹤0.01%
+26,321
3683
$477K ﹤0.01%
+31,731
3684
$477K ﹤0.01%
+41,093
3685
$475K ﹤0.01%
+26,673
3686
$473K ﹤0.01%
+8,445
3687
$472K ﹤0.01%
+31,403
3688
$471K ﹤0.01%
+5,472
3689
$471K ﹤0.01%
+42,090
3690
$471K ﹤0.01%
+93,052
3691
$471K ﹤0.01%
+35,400
3692
$470K ﹤0.01%
+35,427
3693
$469K ﹤0.01%
+16,680
3694
$468K ﹤0.01%
+18,844
3695
$467K ﹤0.01%
+40,812
3696
$467K ﹤0.01%
+33,119
3697
$467K ﹤0.01%
+41,195
3698
$467K ﹤0.01%
+76,089
3699
$466K ﹤0.01%
+60,118
3700
$466K ﹤0.01%
+26,770
146 147
148
149 150