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
4951
$50K ﹤0.01%
+3,681
4952
$50K ﹤0.01%
+2,334
4953
$50K ﹤0.01%
+792
4954
$50K ﹤0.01%
+8,014
4955
$50K ﹤0.01%
+17,896
4956
$50K ﹤0.01%
+8,448
4957
$50K ﹤0.01%
+1,165
4958
$49K ﹤0.01%
+7,047
4959
$49K ﹤0.01%
+2,799
4960
$49K ﹤0.01%
+10,919
4961
$49K ﹤0.01%
+1,400
4962
$49K ﹤0.01%
+1,398
4963
$49K ﹤0.01%
+32,341
4964
$49K ﹤0.01%
+3,300
4965
$49K ﹤0.01%
+5,738
4966
$48K ﹤0.01%
+41
4967
$48K ﹤0.01%
+9,529
4968
$48K ﹤0.01%
+13,594
4969
$48K ﹤0.01%
+150
4970
$48K ﹤0.01%
+10,990
4971
$48K ﹤0.01%
+3,582
4972
$48K ﹤0.01%
+875
4973
$48K ﹤0.01%
+2,834
4974
$47K ﹤0.01%
+15,016
4975
$47K ﹤0.01%
+1,060
197 198
199
200 201