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
5051
$38K ﹤0.01%
+1,800
5052
$38K ﹤0.01%
+7,139
5053
$38K ﹤0.01%
+1,789
5054
$38K ﹤0.01%
+2,693
5055
$38K ﹤0.01%
+2,367
5056
$37K ﹤0.01%
+3,041
5057
$37K ﹤0.01%
+5,830
5058
$37K ﹤0.01%
+3,124
5059
$37K ﹤0.01%
+4,058
5060
$37K ﹤0.01%
+31,804
5061
$37K ﹤0.01%
+4,886
5062
$37K ﹤0.01%
+409
5063
$37K ﹤0.01%
+4,200
5064
$37K ﹤0.01%
+2,594
5065
$37K ﹤0.01%
+2,525
5066
$37K ﹤0.01%
+486
5067
$37K ﹤0.01%
+399
5068
$37K ﹤0.01%
+1,768
5069
$37K ﹤0.01%
+1
5070
$37K ﹤0.01%
+1,017
5071
$36K ﹤0.01%
+10,006
5072
$36K ﹤0.01%
+694
5073
$36K ﹤0.01%
+2,913
5074
$36K ﹤0.01%
+2,755
5075
$36K ﹤0.01%
+2,005
201 202
203
204 205