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
4151
$250K ﹤0.01%
+16,514
4152
$250K ﹤0.01%
+745
4153
$250K ﹤0.01%
+9,171
4154
$249K ﹤0.01%
+17,019
4155
$249K ﹤0.01%
+24,056
4156
$249K ﹤0.01%
+17,880
4157
$249K ﹤0.01%
+12,887
4158
$248K ﹤0.01%
+25,374
4159
$248K ﹤0.01%
+16,056
4160
$248K ﹤0.01%
+30,908
4161
$248K ﹤0.01%
+8,998
4162
$247K ﹤0.01%
+14,576
4163
$247K ﹤0.01%
+99,439
4164
$246K ﹤0.01%
+21,649
4165
$246K ﹤0.01%
+19,377
4166
$246K ﹤0.01%
+18,741
4167
$245K ﹤0.01%
+10,664
4168
$245K ﹤0.01%
+21,145
4169
$245K ﹤0.01%
+9,270
4170
$245K ﹤0.01%
+29,756
4171
$245K ﹤0.01%
+67,699
4172
$245K ﹤0.01%
+17,215
4173
$244K ﹤0.01%
+9,834
4174
$244K ﹤0.01%
+18,924
4175
$244K ﹤0.01%
+28,941
165 166
167
168 169