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
5076
$36K ﹤0.01%
+2,949
5077
$36K ﹤0.01%
+2,402
5078
$36K ﹤0.01%
+16,574
5079
$36K ﹤0.01%
+2,739
5080
$36K ﹤0.01%
+2,665
5081
$36K ﹤0.01%
+21,583
5082
$36K ﹤0.01%
+9,463
5083
$35K ﹤0.01%
+2,124
5084
$35K ﹤0.01%
+3,576
5085
$35K ﹤0.01%
+3,970
5086
$35K ﹤0.01%
+1,500
5087
$35K ﹤0.01%
+1,229
5088
$35K ﹤0.01%
+1,023
5089
$35K ﹤0.01%
+2,082
5090
$35K ﹤0.01%
+1,288
5091
$35K ﹤0.01%
+10,969
5092
$35K ﹤0.01%
+2,347
5093
$35K ﹤0.01%
+2,376
5094
$35K ﹤0.01%
+10,122
5095
$34K ﹤0.01%
+3,164
5096
$34K ﹤0.01%
+7,000
5097
$34K ﹤0.01%
+675
5098
$34K ﹤0.01%
+650
5099
$34K ﹤0.01%
+1,435
5100
– –
0
202 203
204
205 206