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
5201
$23K ﹤0.01%
+10,900
5202
$23K ﹤0.01%
+500
5203
$23K ﹤0.01%
+885
5204
$23K ﹤0.01%
+2,136
5205
$23K ﹤0.01%
+203
5206
$23K ﹤0.01%
+29
5207
$23K ﹤0.01%
+10,747
5208
$23K ﹤0.01%
+34,793
5209
$23K ﹤0.01%
+1,507
5210
$22K ﹤0.01%
+17,593
5211
$22K ﹤0.01%
+272
5212
$22K ﹤0.01%
+5,499
5213
$22K ﹤0.01%
+2,331
5214
$22K ﹤0.01%
+4,992
5215
$22K ﹤0.01%
+1,600
5216
$22K ﹤0.01%
+477
5217
$22K ﹤0.01%
+2
5218
$22K ﹤0.01%
+1,003
5219
$22K ﹤0.01%
+104
5220
$22K ﹤0.01%
+1,650
5221
$22K ﹤0.01%
+1,127
5222
$22K ﹤0.01%
+1,286
5223
$22K ﹤0.01%
+10,220
5224
$21K ﹤0.01%
+1,222
5225
$21K ﹤0.01%
+150
207 208
209
210 211