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
3726
$454K ﹤0.01%
+46,093
3727
$454K ﹤0.01%
+52,762
3728
$454K ﹤0.01%
+21,342
3729
$454K ﹤0.01%
+23,113
3730
$453K ﹤0.01%
+37,742
3731
$452K ﹤0.01%
+25,562
3732
$452K ﹤0.01%
+29,885
3733
$451K ﹤0.01%
+34,622
3734
$451K ﹤0.01%
+220,915
3735
$449K ﹤0.01%
+22,850
3736
$449K ﹤0.01%
+21,938
3737
$448K ﹤0.01%
+13,428
3738
$448K ﹤0.01%
+31,657
3739
$447K ﹤0.01%
+165
3740
$446K ﹤0.01%
+36,335
3741
$446K ﹤0.01%
+76,176
3742
$446K ﹤0.01%
+45,299
3743
$445K ﹤0.01%
+12,830
3744
$443K ﹤0.01%
+32,440
3745
$443K ﹤0.01%
+111,659
3746
$442K ﹤0.01%
+24,004
3747
$441K ﹤0.01%
+27,368
3748
$441K ﹤0.01%
+52,391
3749
$438K ﹤0.01%
+33,168
3750
$435K ﹤0.01%
+49,141
148 149
150
151 152