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
4701
$101K ﹤0.01%
+9,141
4702
$101K ﹤0.01%
+7,807
4703
$101K ﹤0.01%
+2,078
4704
$101K ﹤0.01%
+4,285
4705
$100K ﹤0.01%
+72,573
4706
$100K ﹤0.01%
+83
4707
$99K ﹤0.01%
+14,132
4708
$99K ﹤0.01%
+9,465
4709
$99K ﹤0.01%
+7,838
4710
$98K ﹤0.01%
+29,472
4711
$97K ﹤0.01%
+19,503
4712
$97K ﹤0.01%
+6,095
4713
$97K ﹤0.01%
+6,991
4714
$97K ﹤0.01%
+5,991
4715
$97K ﹤0.01%
+2,466
4716
$96K ﹤0.01%
+6,454
4717
$96K ﹤0.01%
+3,615
4718
$96K ﹤0.01%
+4,690
4719
$96K ﹤0.01%
+7,168
4720
– –
0
4721
$95K ﹤0.01%
+12,162
4722
$95K ﹤0.01%
+6,760
4723
$95K ﹤0.01%
+959
4724
$95K ﹤0.01%
+20,547
4725
$94K ﹤0.01%
+2,894
187 188
189
190 191