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
3826
$385K ﹤0.01%
+93,538
3827
$384K ﹤0.01%
+21,903
3828
$384K ﹤0.01%
+29,384
3829
$384K ﹤0.01%
+25,324
3830
$384K ﹤0.01%
+25,576
3831
$384K ﹤0.01%
+27,537
3832
$383K ﹤0.01%
+188,096
3833
$383K ﹤0.01%
+13,559
3834
$383K ﹤0.01%
+14,132
3835
$382K ﹤0.01%
+25,634
3836
$381K ﹤0.01%
+46,787
3837
$381K ﹤0.01%
+30,517
3838
$380K ﹤0.01%
+57,510
3839
$380K ﹤0.01%
+11,450
3840
$378K ﹤0.01%
+29,819
3841
$377K ﹤0.01%
+17,411
3842
$377K ﹤0.01%
+15,365
3843
$377K ﹤0.01%
+3,941
3844
$377K ﹤0.01%
+32,014
3845
$377K ﹤0.01%
+15,142
3846
$377K ﹤0.01%
+60,918
3847
$377K ﹤0.01%
+7,735
3848
$377K ﹤0.01%
+30,826
3849
$377K ﹤0.01%
+2,491
3850
$376K ﹤0.01%
+17,135
152 153
154
155 156