Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
351
$105M 0.04%
+2,245,090
352
$104M 0.04%
+990,038
353
$103M 0.04%
+13,668,255
354
$103M 0.04%
+3,906,704
355
$102M 0.04%
+8,708,880
356
$102M 0.04%
+123,627
357
$101M 0.04%
+1,486,161
358
$101M 0.04%
+5,036,890
359
$100M 0.04%
+2,202,479
360
$99.1M 0.04%
+2,393,948
361
$98.8M 0.04%
+1,306,355
362
$98.4M 0.04%
+2,151,179
363
$98.1M 0.04%
+2,776,693
364
$97.6M 0.04%
+3,007,288
365
$97.3M 0.04%
+1,174,887
366
$97.3M 0.04%
+2,564,761
367
$97M 0.04%
+229,010
368
$95.9M 0.04%
+1,796,641
369
$95.9M 0.04%
+3,873,623
370
$95.7M 0.04%
+1,857,049
371
$95.6M 0.04%
+2,820,396
372
$95.3M 0.04%
+3,230,324
373
$93.9M 0.04%
+1,155,518
374
$93.8M 0.04%
+2,284,279
375
$93.3M 0.04%
+568,911
13 14
15
16 17