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
5126
$30K ﹤0.01%
+20
5127
$30K ﹤0.01%
+1,165
5128
$30K ﹤0.01%
+95
5129
$30K ﹤0.01%
+101
5130
$30K ﹤0.01%
+6,400
5131
$30K ﹤0.01%
+4,313
5132
$29K ﹤0.01%
+969
5133
$29K ﹤0.01%
+713
5134
– –
0
5135
$29K ﹤0.01%
+19,103
5136
$29K ﹤0.01%
+1,740
5137
$29K ﹤0.01%
+10,335
5138
$29K ﹤0.01%
+2,000
5139
$29K ﹤0.01%
+2,006
5140
$29K ﹤0.01%
+2,300
5141
$29K ﹤0.01%
+4,256
5142
$29K ﹤0.01%
+2,250
5143
$29K ﹤0.01%
+1,200
5144
$28K ﹤0.01%
+4,642
5145
$28K ﹤0.01%
+1,242
5146
$28K ﹤0.01%
+400
5147
$28K ﹤0.01%
+1,277
5148
$28K ﹤0.01%
+2,000
5149
$28K ﹤0.01%
+1,326
5150
$28K ﹤0.01%
+3,328
204 205
206
207 208