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
3976
$317K ﹤0.01%
+19,855
3977
$317K ﹤0.01%
+12,443
3978
$317K ﹤0.01%
+22,416
3979
$316K ﹤0.01%
+13,524
3980
$316K ﹤0.01%
+4,044
3981
$315K ﹤0.01%
+20,113
3982
$315K ﹤0.01%
+23,642
3983
$314K ﹤0.01%
+36,823
3984
$314K ﹤0.01%
+60,192
3985
$314K ﹤0.01%
+57,500
3986
$314K ﹤0.01%
+22,526
3987
$312K ﹤0.01%
+141,213
3988
$312K ﹤0.01%
+45,634
3989
$312K ﹤0.01%
+72,847
3990
$311K ﹤0.01%
+9,869
3991
$310K ﹤0.01%
+18,282
3992
$308K ﹤0.01%
+41,984
3993
$308K ﹤0.01%
+40,902
3994
$308K ﹤0.01%
+12,161
3995
$308K ﹤0.01%
+13,748
3996
$308K ﹤0.01%
+19,220
3997
$308K ﹤0.01%
+3,464
3998
$308K ﹤0.01%
+15,177
3999
$308K ﹤0.01%
+50,490
4000
$307K ﹤0.01%
+13,188
158 159
160
161 162