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
4076
$275K ﹤0.01%
+11,055
4077
$275K ﹤0.01%
+21,469
4078
$275K ﹤0.01%
+32,991
4079
$275K ﹤0.01%
+7,978
4080
$274K ﹤0.01%
+20,984
4081
$274K ﹤0.01%
+7,984
4082
$273K ﹤0.01%
+24,215
4083
$273K ﹤0.01%
+19,167
4084
$273K ﹤0.01%
+13,030
4085
$272K ﹤0.01%
+45,424
4086
$272K ﹤0.01%
+30,740
4087
$271K ﹤0.01%
+26,370
4088
$271K ﹤0.01%
+10,089
4089
$271K ﹤0.01%
+7,486
4090
$271K ﹤0.01%
+17,590
4091
$271K ﹤0.01%
+10,936
4092
$270K ﹤0.01%
+28,645
4093
$270K ﹤0.01%
+18,014
4094
$269K ﹤0.01%
+17,052
4095
$269K ﹤0.01%
+92,843
4096
$268K ﹤0.01%
+22,343
4097
$268K ﹤0.01%
+17,865
4098
$268K ﹤0.01%
+13,468
4099
$267K ﹤0.01%
+33,015
4100
$267K ﹤0.01%
+38,108
162 163
164
165 166