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
4251
$219K ﹤0.01%
+16,561
4252
$219K ﹤0.01%
+4,961
4253
$219K ﹤0.01%
+8,094
4254
$219K ﹤0.01%
+13,782
4255
$217K ﹤0.01%
+9,543
4256
$217K ﹤0.01%
+15,676
4257
$217K ﹤0.01%
+23,435
4258
$217K ﹤0.01%
+12,743
4259
$216K ﹤0.01%
+5,714
4260
$216K ﹤0.01%
+15,862
4261
$216K ﹤0.01%
+23,715
4262
$215K ﹤0.01%
+157,712
4263
$215K ﹤0.01%
+14,102
4264
$215K ﹤0.01%
+13,525
4265
$215K ﹤0.01%
+9,872
4266
$214K ﹤0.01%
+24,870
4267
$214K ﹤0.01%
+11,659
4268
$214K ﹤0.01%
+4,581
4269
$214K ﹤0.01%
+17,722
4270
$211K ﹤0.01%
+265
4271
$210K ﹤0.01%
+216,394
4272
$210K ﹤0.01%
+30,636
4273
$210K ﹤0.01%
+19,691
4274
$210K ﹤0.01%
+19,986
4275
$210K ﹤0.01%
+8,521
169 170
171
172 173