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
4726
$94K ﹤0.01%
+9,000
4727
$93K ﹤0.01%
+103,550
4728
$93K ﹤0.01%
+7,300
4729
$92K ﹤0.01%
+21,906
4730
$92K ﹤0.01%
+5,972
4731
$92K ﹤0.01%
+22,859
4732
$90K ﹤0.01%
+8,248
4733
$90K ﹤0.01%
+2,352
4734
$90K ﹤0.01%
+2,903
4735
$90K ﹤0.01%
+7,134
4736
$90K ﹤0.01%
+50,008
4737
$90K ﹤0.01%
+18,611
4738
$90K ﹤0.01%
+9,560
4739
$89K ﹤0.01%
+1,934
4740
$89K ﹤0.01%
+46
4741
$89K ﹤0.01%
+17,958
4742
$88K ﹤0.01%
+6,007
4743
$88K ﹤0.01%
+925
4744
$88K ﹤0.01%
+793
4745
$87K ﹤0.01%
+2,581
4746
$87K ﹤0.01%
+5,076
4747
$86K ﹤0.01%
+4,875
4748
$86K ﹤0.01%
+5,332
4749
$86K ﹤0.01%
+7,548
4750
$86K ﹤0.01%
+7,796
188 189
190
191 192