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
4876
$62K ﹤0.01%
+11,548
4877
$62K ﹤0.01%
+6,000
4878
$62K ﹤0.01%
+1,679
4879
$62K ﹤0.01%
+15,403
4880
$62K ﹤0.01%
+3,100
4881
$61K ﹤0.01%
+1,765
4882
$61K ﹤0.01%
+6,763
4883
$61K ﹤0.01%
+4,432
4884
$61K ﹤0.01%
+4,040
4885
$61K ﹤0.01%
+2,014
4886
$61K ﹤0.01%
+5,107
4887
$60K ﹤0.01%
+6
4888
$60K ﹤0.01%
+2,315
4889
$60K ﹤0.01%
+4,650
4890
$60K ﹤0.01%
+2,200
4891
$60K ﹤0.01%
+15,173
4892
$60K ﹤0.01%
+2,850
4893
$59K ﹤0.01%
+5,364
4894
$59K ﹤0.01%
+2,818
4895
$59K ﹤0.01%
+3,660
4896
$59K ﹤0.01%
+6,350
4897
$58K ﹤0.01%
+12,268
4898
$58K ﹤0.01%
+13,630
4899
$58K ﹤0.01%
+2,899
4900
$57K ﹤0.01%
+2,332
194 195
196
197 198