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
3926
$342K ﹤0.01%
+17,834
3927
$342K ﹤0.01%
+24,306
3928
$341K ﹤0.01%
+25,303
3929
$341K ﹤0.01%
+18,585
3930
$340K ﹤0.01%
+60,593
3931
$339K ﹤0.01%
+11,331
3932
$339K ﹤0.01%
+33,332
3933
$339K ﹤0.01%
+11,137
3934
$338K ﹤0.01%
+19,946
3935
$338K ﹤0.01%
+10,253
3936
$337K ﹤0.01%
+24,785
3937
$336K ﹤0.01%
+2,004
3938
$336K ﹤0.01%
+20,503
3939
$336K ﹤0.01%
+20,452
3940
$335K ﹤0.01%
+59,675
3941
$335K ﹤0.01%
+11,585
3942
$335K ﹤0.01%
+16,805
3943
$335K ﹤0.01%
+8,803
3944
$334K ﹤0.01%
+104,143
3945
$333K ﹤0.01%
+29,494
3946
$332K ﹤0.01%
+33,726
3947
$331K ﹤0.01%
+4,510
3948
$331K ﹤0.01%
+30,661
3949
$329K ﹤0.01%
+870
3950
$328K ﹤0.01%
+26,935
156 157
158
159 160