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
5176
$26K ﹤0.01%
+4,758
5177
$26K ﹤0.01%
+821
5178
$26K ﹤0.01%
+3,174
5179
$25K ﹤0.01%
+800
5180
$25K ﹤0.01%
+1,223
5181
$25K ﹤0.01%
+2,049
5182
$25K ﹤0.01%
+15,633
5183
$25K ﹤0.01%
+1,402
5184
$25K ﹤0.01%
+9,881
5185
$25K ﹤0.01%
+996
5186
$25K ﹤0.01%
+1,491
5187
$25K ﹤0.01%
+1,940
5188
$25K ﹤0.01%
+3,043
5189
$25K ﹤0.01%
+500
5190
$25K ﹤0.01%
+5,219
5191
$25K ﹤0.01%
+4,909
5192
$25K ﹤0.01%
+2,516
5193
$24K ﹤0.01%
+1,366
5194
$24K ﹤0.01%
+588
5195
$24K ﹤0.01%
+2,735
5196
$24K ﹤0.01%
+20,372
5197
$24K ﹤0.01%
+2,287
5198
$24K ﹤0.01%
+4,787
5199
$23K ﹤0.01%
+1,000
5200
$23K ﹤0.01%
+2,966
206 207
208
209 210