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
4601
$128K ﹤0.01%
+8,588
4602
$128K ﹤0.01%
+9,371
4603
$128K ﹤0.01%
+23,777
4604
$127K ﹤0.01%
+894
4605
$127K ﹤0.01%
+908
4606
$126K ﹤0.01%
+294
4607
$126K ﹤0.01%
+7,358
4608
$126K ﹤0.01%
+30,353
4609
$126K ﹤0.01%
+16,414
4610
$126K ﹤0.01%
+7,719
4611
$125K ﹤0.01%
+23,662
4612
$125K ﹤0.01%
+10,614
4613
$125K ﹤0.01%
+14,213
4614
$125K ﹤0.01%
+9,070
4615
$125K ﹤0.01%
+7,744
4616
$125K ﹤0.01%
+8,700
4617
$124K ﹤0.01%
+19,335
4618
$124K ﹤0.01%
+2,708
4619
$124K ﹤0.01%
+26,870
4620
$123K ﹤0.01%
+11,000
4621
$123K ﹤0.01%
+22,213
4622
$123K ﹤0.01%
+9,241
4623
$123K ﹤0.01%
+897
4624
$123K ﹤0.01%
+8,975
4625
$122K ﹤0.01%
+2,508
183 184
185
186 187