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
3951
$328K ﹤0.01%
+35,434
3952
$327K ﹤0.01%
+13,794
3953
$327K ﹤0.01%
+10,225
3954
$327K ﹤0.01%
+13,473
3955
$327K ﹤0.01%
+20,357
3956
$327K ﹤0.01%
+8,648
3957
$324K ﹤0.01%
+3,464
3958
$323K ﹤0.01%
+303,510
3959
$323K ﹤0.01%
+21,326
3960
$323K ﹤0.01%
+17,700
3961
$323K ﹤0.01%
+20,998
3962
$323K ﹤0.01%
+36,572
3963
$323K ﹤0.01%
+12,778
3964
$322K ﹤0.01%
+27,079
3965
$322K ﹤0.01%
+36,771
3966
$322K ﹤0.01%
+8,067
3967
$321K ﹤0.01%
+11,680
3968
$321K ﹤0.01%
+20,798
3969
$321K ﹤0.01%
+22,477
3970
$320K ﹤0.01%
+38,549
3971
$319K ﹤0.01%
+17,718
3972
$319K ﹤0.01%
+100,000
3973
$319K ﹤0.01%
+20,695
3974
$318K ﹤0.01%
+18,257
3975
$318K ﹤0.01%
+13,223
157 158
159
160 161