Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
476
$64.7M 0.03%
+1,562,701
477
$64.6M 0.03%
+1,340,941
478
$64.6M 0.03%
+1,112,674
479
$64.4M 0.03%
+1,105,054
480
$64.2M 0.03%
+3,090,934
481
$64.2M 0.03%
+1,898,338
482
$63.8M 0.03%
+345,620
483
$63.7M 0.03%
+17,046,520
484
$63.4M 0.03%
+762,539
485
$63M 0.03%
+1,995,990
486
$62.8M 0.03%
+724,077
487
$62.3M 0.03%
+3,453,392
488
$62.1M 0.03%
+655,955
489
$61.6M 0.03%
+1,565,757
490
$61.4M 0.03%
+1,620,045
491
$61.1M 0.03%
+1,554,391
492
$61M 0.03%
+2,770,004
493
$60.4M 0.03%
+1,782,764
494
$60.2M 0.03%
+2,479,072
495
$60.1M 0.03%
+1,427,113
496
$59.8M 0.03%
+4,008,418
497
$59.7M 0.03%
+4,540,936
498
$59.6M 0.03%
+978,754
499
$59.6M 0.03%
+1,364,145
500
$59.5M 0.03%
+493,240
18 19
20
21 22