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
4101
$267K ﹤0.01%
+12,299
4102
$267K ﹤0.01%
+24,300
4103
$266K ﹤0.01%
+7,958
4104
$266K ﹤0.01%
+25,758
4105
$266K ﹤0.01%
+62,404
4106
$266K ﹤0.01%
+26,412
4107
$266K ﹤0.01%
+8,949
4108
$265K ﹤0.01%
+7,701
4109
$265K ﹤0.01%
+14,570
4110
$265K ﹤0.01%
+4,614
4111
$264K ﹤0.01%
+27,965
4112
$264K ﹤0.01%
+32,891
4113
$263K ﹤0.01%
+9,338
4114
$263K ﹤0.01%
+6,893
4115
$263K ﹤0.01%
+95,549
4116
$262K ﹤0.01%
+682
4117
$262K ﹤0.01%
+17,760
4118
$262K ﹤0.01%
+17,759
4119
$262K ﹤0.01%
+21,927
4120
$262K ﹤0.01%
+21
4121
$262K ﹤0.01%
+11,406
4122
$262K ﹤0.01%
+8,599
4123
$261K ﹤0.01%
+22,248
4124
$261K ﹤0.01%
+119,217
4125
$259K ﹤0.01%
+5,117
163 164
165
166 167