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
3851
$375K ﹤0.01%
+18,879
3852
$375K ﹤0.01%
+30,797
3853
$374K ﹤0.01%
+19,901
3854
$374K ﹤0.01%
+26,253
3855
$373K ﹤0.01%
+64,551
3856
$373K ﹤0.01%
+27,886
3857
$373K ﹤0.01%
+24,136
3858
$373K ﹤0.01%
+17,247
3859
$373K ﹤0.01%
+26,481
3860
$372K ﹤0.01%
+13,518
3861
$372K ﹤0.01%
+27,971
3862
$371K ﹤0.01%
+25,035
3863
$371K ﹤0.01%
+18,146
3864
$371K ﹤0.01%
+26,300
3865
$370K ﹤0.01%
+20,241
3866
$370K ﹤0.01%
+44,526
3867
$370K ﹤0.01%
+25,730
3868
$370K ﹤0.01%
+36,394
3869
$369K ﹤0.01%
+2,782
3870
$368K ﹤0.01%
+15,514
3871
$368K ﹤0.01%
+58,354
3872
$368K ﹤0.01%
+30,230
3873
$367K ﹤0.01%
+58,486
3874
$367K ﹤0.01%
+16,315
3875
$367K ﹤0.01%
+77,128
153 154
155
156 157