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
5151
$28K ﹤0.01%
+13,987
5152
$27K ﹤0.01%
+500
5153
$27K ﹤0.01%
+335
5154
$27K ﹤0.01%
+1,318
5155
$27K ﹤0.01%
+1,044
5156
$27K ﹤0.01%
+9,034
5157
$27K ﹤0.01%
+3,000
5158
$27K ﹤0.01%
+1,020
5159
$27K ﹤0.01%
+2,007
5160
$27K ﹤0.01%
+35,000
5161
$27K ﹤0.01%
+3,340
5162
$27K ﹤0.01%
+1,469
5163
$27K ﹤0.01%
+1,064
5164
$27K ﹤0.01%
+1,560
5165
$27K ﹤0.01%
+27,631
5166
$26K ﹤0.01%
+1,104
5167
$26K ﹤0.01%
+3,001
5168
$26K ﹤0.01%
+776
5169
$26K ﹤0.01%
+634
5170
$26K ﹤0.01%
+3,805
5171
$26K ﹤0.01%
+1,623
5172
$26K ﹤0.01%
+325
5173
$26K ﹤0.01%
+917
5174
$26K ﹤0.01%
+721
5175
$26K ﹤0.01%
+1,800
205 206
207
208 209