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
4426
$171K ﹤0.01%
+23,024
4427
$170K ﹤0.01%
+5,091
4428
$170K ﹤0.01%
+12,814
4429
$170K ﹤0.01%
+12,313
4430
$170K ﹤0.01%
+729
4431
$170K ﹤0.01%
+2,361
4432
$169K ﹤0.01%
+4,872
4433
$169K ﹤0.01%
+2,624
4434
$169K ﹤0.01%
+7,198
4435
$169K ﹤0.01%
+5,577
4436
$168K ﹤0.01%
+7,863
4437
$168K ﹤0.01%
+24,518
4438
$168K ﹤0.01%
+7,635
4439
$168K ﹤0.01%
+25,153
4440
$168K ﹤0.01%
+5,516
4441
$167K ﹤0.01%
+98,828
4442
$167K ﹤0.01%
+12,775
4443
$167K ﹤0.01%
+13,202
4444
$167K ﹤0.01%
+15,909
4445
$167K ﹤0.01%
+3,939
4446
$167K ﹤0.01%
+17,411
4447
$166K ﹤0.01%
+33,963
4448
$166K ﹤0.01%
+987
4449
$166K ﹤0.01%
+19,605
4450
$166K ﹤0.01%
+10,255
176 177
178
179 180