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
4376
$185K ﹤0.01%
+127,763
4377
$185K ﹤0.01%
+11,710
4378
$185K ﹤0.01%
+8,791
4379
$183K ﹤0.01%
+6,338
4380
$183K ﹤0.01%
+7,029
4381
$183K ﹤0.01%
+10,781
4382
$182K ﹤0.01%
+2,398
4383
$182K ﹤0.01%
+7,146
4384
$182K ﹤0.01%
+12,267
4385
$182K ﹤0.01%
+38,405
4386
$181K ﹤0.01%
+15,892
4387
$181K ﹤0.01%
+45,421
4388
$181K ﹤0.01%
+18,907
4389
$181K ﹤0.01%
+22,988
4390
$181K ﹤0.01%
+6,370
4391
$181K ﹤0.01%
+40,634
4392
$181K ﹤0.01%
+12,650
4393
$180K ﹤0.01%
+12,106
4394
$180K ﹤0.01%
+18,008
4395
$180K ﹤0.01%
+13,434
4396
$179K ﹤0.01%
+7,124
4397
$179K ﹤0.01%
+2,310
4398
$178K ﹤0.01%
+10,771
4399
$178K ﹤0.01%
+4,446
4400
$178K ﹤0.01%
+64,362
174 175
176
177 178