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
3776
$416K ﹤0.01%
+58,822
3777
$416K ﹤0.01%
+17,893
3778
$415K ﹤0.01%
+24,679
3779
$414K ﹤0.01%
+6,542
3780
$413K ﹤0.01%
+17,205
3781
$413K ﹤0.01%
+38,397
3782
$413K ﹤0.01%
+24,294
3783
$411K ﹤0.01%
+119,324
3784
$411K ﹤0.01%
+27
3785
$411K ﹤0.01%
+28,868
3786
$410K ﹤0.01%
+19,054
3787
$410K ﹤0.01%
+13,638
3788
$410K ﹤0.01%
+21,174
3789
$409K ﹤0.01%
+20,117
3790
$409K ﹤0.01%
+27,825
3791
$407K ﹤0.01%
+17,474
3792
$406K ﹤0.01%
+8,135
3793
$406K ﹤0.01%
+8,501
3794
$406K ﹤0.01%
+9,070
3795
$405K ﹤0.01%
+63,800
3796
$403K ﹤0.01%
+31,666
3797
$403K ﹤0.01%
+31,419
3798
$403K ﹤0.01%
+279
3799
$402K ﹤0.01%
+43,672
3800
$402K ﹤0.01%
+16,733
150 151
152
153 154