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
4326
$197K ﹤0.01%
+13,879
4327
$196K ﹤0.01%
+13,772
4328
$196K ﹤0.01%
+5
4329
$196K ﹤0.01%
+8,672
4330
$196K ﹤0.01%
+4
4331
$196K ﹤0.01%
+3,671
4332
$196K ﹤0.01%
+9,273
4333
$196K ﹤0.01%
+38,196
4334
$195K ﹤0.01%
+20,905
4335
$195K ﹤0.01%
+24,754
4336
$195K ﹤0.01%
+3,654
4337
$194K ﹤0.01%
+9,204
4338
$194K ﹤0.01%
+6,249
4339
$194K ﹤0.01%
+43,340
4340
$194K ﹤0.01%
+8,788
4341
$193K ﹤0.01%
+657
4342
$193K ﹤0.01%
+25,204
4343
$193K ﹤0.01%
+11,392
4344
$192K ﹤0.01%
+6,898
4345
$192K ﹤0.01%
+20,317
4346
$192K ﹤0.01%
+2,259,098
4347
$192K ﹤0.01%
+47,582
4348
$191K ﹤0.01%
+9,720
4349
$191K ﹤0.01%
+23,588
4350
$191K ﹤0.01%
+11,283
172 173
174
175 176