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
5101
$34K ﹤0.01%
+2,800
5102
$34K ﹤0.01%
+2,539
5103
$34K ﹤0.01%
+1,001
5104
$33K ﹤0.01%
+967
5105
$33K ﹤0.01%
+1,540
5106
$33K ﹤0.01%
+2,150
5107
$33K ﹤0.01%
+2,387
5108
$32K ﹤0.01%
+2,200
5109
$32K ﹤0.01%
+1,595
5110
$32K ﹤0.01%
+3,850
5111
$32K ﹤0.01%
+7,169
5112
$32K ﹤0.01%
+7,163
5113
$32K ﹤0.01%
+366
5114
$32K ﹤0.01%
+1
5115
$32K ﹤0.01%
+340
5116
$31K ﹤0.01%
+17,162
5117
$31K ﹤0.01%
+871
5118
$31K ﹤0.01%
+12,704
5119
$31K ﹤0.01%
+5,354
5120
$31K ﹤0.01%
+1,166
5121
$31K ﹤0.01%
+450
5122
$31K ﹤0.01%
+10,326
5123
$31K ﹤0.01%
+330,650
5124
$31K ﹤0.01%
+1,238
5125
$31K ﹤0.01%
+2,910
203 204
205
206 207