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
4851
$68K ﹤0.01%
+1,970
4852
$67K ﹤0.01%
+2,066
4853
$67K ﹤0.01%
+6,074
4854
$67K ﹤0.01%
+3,015
4855
$67K ﹤0.01%
+51,500
4856
$66K ﹤0.01%
+18,661
4857
$66K ﹤0.01%
+4,799
4858
$66K ﹤0.01%
+8,290
4859
$65K ﹤0.01%
+16,983
4860
$65K ﹤0.01%
+2,193
4861
$65K ﹤0.01%
+4,184
4862
$65K ﹤0.01%
+2,051
4863
$64K ﹤0.01%
+31,531
4864
$64K ﹤0.01%
+2,229
4865
$64K ﹤0.01%
+3,410
4866
– –
0
4867
$64K ﹤0.01%
+9,610
4868
$64K ﹤0.01%
+6,800
4869
$64K ﹤0.01%
+2,257
4870
$64K ﹤0.01%
+8,121
4871
$63K ﹤0.01%
+2,296
4872
$63K ﹤0.01%
+1,575
4873
$63K ﹤0.01%
+650
4874
$63K ﹤0.01%
+6,496
4875
$62K ﹤0.01%
+11,280
193 194
195
196 197