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
4501
$154K ﹤0.01%
+5,209
4502
$154K ﹤0.01%
+11,765
4503
$154K ﹤0.01%
+11,220
4504
$154K ﹤0.01%
+11,999
4505
$153K ﹤0.01%
+10,504
4506
$153K ﹤0.01%
+23,935
4507
$153K ﹤0.01%
+11,323
4508
$153K ﹤0.01%
+9,801
4509
$152K ﹤0.01%
+5,061
4510
$151K ﹤0.01%
+13,995
4511
$151K ﹤0.01%
+136,128
4512
$151K ﹤0.01%
+2,700
4513
$151K ﹤0.01%
+68,496
4514
$150K ﹤0.01%
+71,192
4515
$150K ﹤0.01%
+17,842
4516
$150K ﹤0.01%
+10,478
4517
$150K ﹤0.01%
+4,405
4518
$149K ﹤0.01%
+5,533
4519
$148K ﹤0.01%
+37,398
4520
$148K ﹤0.01%
+5,696
4521
$148K ﹤0.01%
+134,820
4522
$148K ﹤0.01%
+143,829
4523
$148K ﹤0.01%
+8,000
4524
$147K ﹤0.01%
+7,452
4525
$147K ﹤0.01%
+5,325
179 180
181
182 183