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
5351
$13K ﹤0.01%
+300
5352
$13K ﹤0.01%
+650
5353
$13K ﹤0.01%
+528
5354
$13K ﹤0.01%
+548
5355
$13K ﹤0.01%
+3,393
5356
$12K ﹤0.01%
+3
5357
$12K ﹤0.01%
+500
5358
$12K ﹤0.01%
+2,336
5359
$12K ﹤0.01%
+3,203
5360
$12K ﹤0.01%
+5,411
5361
$12K ﹤0.01%
+1,644
5362
$12K ﹤0.01%
+1,080
5363
$12K ﹤0.01%
+573
5364
$12K ﹤0.01%
+762
5365
$12K ﹤0.01%
+72
5366
$12K ﹤0.01%
+952
5367
$12K ﹤0.01%
+1,000
5368
$12K ﹤0.01%
+282
5369
$11K ﹤0.01%
+173
5370
$11K ﹤0.01%
+450
5371
$11K ﹤0.01%
+1,803
5372
$11K ﹤0.01%
+132
5373
$11K ﹤0.01%
+882
5374
$11K ﹤0.01%
+270
5375
$11K ﹤0.01%
+160
213 214
215
216 217