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
4051
$283K ﹤0.01%
+3,513
4052
$283K ﹤0.01%
+2,505
4053
$283K ﹤0.01%
+16,415
4054
$283K ﹤0.01%
+70,723
4055
$283K ﹤0.01%
+12,195
4056
$283K ﹤0.01%
+9,946
4057
$282K ﹤0.01%
+3,887
4058
$281K ﹤0.01%
+17,526
4059
$281K ﹤0.01%
+13,815
4060
$281K ﹤0.01%
+100,000
4061
$281K ﹤0.01%
+181,245
4062
$280K ﹤0.01%
+45,478
4063
$280K ﹤0.01%
+8,599
4064
$280K ﹤0.01%
+20,776
4065
$280K ﹤0.01%
+11,680
4066
$279K ﹤0.01%
+23,639
4067
$279K ﹤0.01%
+447
4068
$279K ﹤0.01%
+4,173
4069
$279K ﹤0.01%
+46,526
4070
$278K ﹤0.01%
+5,580
4071
$278K ﹤0.01%
+9,396
4072
$278K ﹤0.01%
+67,057
4073
$276K ﹤0.01%
+27,321
4074
$276K ﹤0.01%
+8,814
4075
$276K ﹤0.01%
+28,361
161 162
163
164 165