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
5226
$21K ﹤0.01%
+48
5227
$21K ﹤0.01%
+1,012
5228
$21K ﹤0.01%
+2,907
5229
$21K ﹤0.01%
+2,823
5230
$21K ﹤0.01%
+1,818
5231
$21K ﹤0.01%
+780
5232
$21K ﹤0.01%
+1,982
5233
$21K ﹤0.01%
+1,683
5234
$21K ﹤0.01%
+7,843
5235
$21K ﹤0.01%
+15,018
5236
$21K ﹤0.01%
+1,000
5237
$21K ﹤0.01%
+41,972
5238
$21K ﹤0.01%
+5,170
5239
$20K ﹤0.01%
+22,112
5240
$20K ﹤0.01%
+762
5241
$20K ﹤0.01%
+2,012
5242
$20K ﹤0.01%
+2,919
5243
$20K ﹤0.01%
+251
5244
$20K ﹤0.01%
+695
5245
$20K ﹤0.01%
+2,000
5246
$20K ﹤0.01%
+2,105
5247
$20K ﹤0.01%
+1,834
5248
$20K ﹤0.01%
+450
5249
$20K ﹤0.01%
+1,751
5250
$19K ﹤0.01%
+1,292
208 209
210
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