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
4026
$296K ﹤0.01%
+17,014
4027
$296K ﹤0.01%
+18,423
4028
$296K ﹤0.01%
+50,170
4029
$294K ﹤0.01%
+20,271
4030
$294K ﹤0.01%
+2,961
4031
$293K ﹤0.01%
+26,502
4032
$292K ﹤0.01%
+7,190
4033
$292K ﹤0.01%
+15,786
4034
$292K ﹤0.01%
+12,720
4035
$291K ﹤0.01%
+15,809
4036
$291K ﹤0.01%
+18,693
4037
$291K ﹤0.01%
+11,635
4038
$290K ﹤0.01%
+5,790
4039
$287K ﹤0.01%
+22,897
4040
$286K ﹤0.01%
+36,516
4041
$286K ﹤0.01%
+22,349
4042
$286K ﹤0.01%
+18,770
4043
$285K ﹤0.01%
+11,949
4044
$284K ﹤0.01%
+3,494
4045
$284K ﹤0.01%
+59,304
4046
$284K ﹤0.01%
+54,566
4047
$284K ﹤0.01%
+14,891
4048
$284K ﹤0.01%
+13,700
4049
$284K ﹤0.01%
+17,362
4050
$283K ﹤0.01%
+27,313
160 161
162
163 164