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
4301
$203K ﹤0.01%
+97,150
4302
$203K ﹤0.01%
+69,530
4303
$203K ﹤0.01%
+6,880
4304
$203K ﹤0.01%
+8,150
4305
$202K ﹤0.01%
+70,924
4306
$202K ﹤0.01%
+10,824
4307
$202K ﹤0.01%
+15,185
4308
$202K ﹤0.01%
+11,413
4309
$201K ﹤0.01%
+18,608
4310
$201K ﹤0.01%
+17,066
4311
$201K ﹤0.01%
+23,195
4312
$201K ﹤0.01%
+100,715
4313
$201K ﹤0.01%
+10,616
4314
$200K ﹤0.01%
+10,707
4315
$200K ﹤0.01%
+7,399
4316
$200K ﹤0.01%
+22,708
4317
$200K ﹤0.01%
+10,131
4318
$199K ﹤0.01%
+16,987
4319
$198K ﹤0.01%
+4,939
4320
$198K ﹤0.01%
+11,196
4321
$197K ﹤0.01%
+6,901
4322
$197K ﹤0.01%
+12,103
4323
$197K ﹤0.01%
+166,917
4324
$197K ﹤0.01%
+19,384
4325
$197K ﹤0.01%
+9,991
171 172
173
174 175