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
4176
$244K ﹤0.01%
+35,133
4177
$243K ﹤0.01%
+6,848
4178
$243K ﹤0.01%
+27,942
4179
$243K ﹤0.01%
+4,222
4180
$243K ﹤0.01%
+18,820
4181
$242K ﹤0.01%
+10,415
4182
$242K ﹤0.01%
+11,534
4183
$242K ﹤0.01%
+19,033
4184
$241K ﹤0.01%
+21,827
4185
$240K ﹤0.01%
+11,435
4186
$240K ﹤0.01%
+34,224
4187
$240K ﹤0.01%
+25,098
4188
$240K ﹤0.01%
+7,751
4189
$239K ﹤0.01%
+28,359
4190
$239K ﹤0.01%
+33,604
4191
$238K ﹤0.01%
+13,269
4192
$237K ﹤0.01%
+13,936
4193
$237K ﹤0.01%
+19,890
4194
$237K ﹤0.01%
+10,364
4195
$236K ﹤0.01%
+18,152
4196
$236K ﹤0.01%
+16,713
4197
$236K ﹤0.01%
+15,735
4198
$235K ﹤0.01%
+26,772
4199
$235K ﹤0.01%
+21,712
4200
$234K ﹤0.01%
+8,876
166 167
168
169 170