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
5001
$44K ﹤0.01%
+4,702
5002
$44K ﹤0.01%
+2,266
5003
$44K ﹤0.01%
+6,914
5004
$44K ﹤0.01%
+53
5005
$44K ﹤0.01%
+1,809
5006
$44K ﹤0.01%
+2,846
5007
$44K ﹤0.01%
+3,265
5008
$44K ﹤0.01%
+438
5009
$43K ﹤0.01%
+1,869
5010
$43K ﹤0.01%
+2,549
5011
$43K ﹤0.01%
+13,846
5012
$43K ﹤0.01%
+11,976
5013
$43K ﹤0.01%
+3,893
5014
$42K ﹤0.01%
+19,097
5015
$42K ﹤0.01%
+2,154
5016
$42K ﹤0.01%
+2,221
5017
$42K ﹤0.01%
+3,000
5018
$42K ﹤0.01%
+17,072
5019
$41K ﹤0.01%
+3,514
5020
$41K ﹤0.01%
+6,008
5021
$41K ﹤0.01%
+14,449
5022
$41K ﹤0.01%
+2,051
5023
$41K ﹤0.01%
+4,665
5024
$41K ﹤0.01%
+1,656
5025
$41K ﹤0.01%
+24,726
199 200
201
202 203