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
4226
$226K ﹤0.01%
+30,407
4227
$226K ﹤0.01%
+3,036
4228
$225K ﹤0.01%
+16,477
4229
$225K ﹤0.01%
+3,096
4230
$225K ﹤0.01%
+25,677
4231
$225K ﹤0.01%
+19,363
4232
$225K ﹤0.01%
+20,421
4233
$224K ﹤0.01%
+34,361
4234
$224K ﹤0.01%
+23,574
4235
$223K ﹤0.01%
+11,004
4236
$223K ﹤0.01%
+1,879
4237
$223K ﹤0.01%
+13,743
4238
$223K ﹤0.01%
+5,131
4239
$222K ﹤0.01%
+102,398
4240
$222K ﹤0.01%
+8,176
4241
$222K ﹤0.01%
+1,296
4242
$222K ﹤0.01%
+320,544
4243
$222K ﹤0.01%
+17,941
4244
$221K ﹤0.01%
+25,332
4245
$221K ﹤0.01%
+25,577
4246
$221K ﹤0.01%
+40,312
4247
$221K ﹤0.01%
+13,607
4248
$220K ﹤0.01%
+25,107
4249
$219K ﹤0.01%
+2,948
4250
$219K ﹤0.01%
+8,037
168 169
170
171 172