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
5401
$9K ﹤0.01%
+386
5402
$9K ﹤0.01%
+273
5403
$9K ﹤0.01%
+5,685
5404
$9K ﹤0.01%
+1,261
5405
$9K ﹤0.01%
+1,304
5406
$9K ﹤0.01%
+442
5407
$9K ﹤0.01%
+102
5408
$9K ﹤0.01%
+6,089
5409
$9K ﹤0.01%
+11,500
5410
$9K ﹤0.01%
+1,221
5411
$9K ﹤0.01%
+1,033
5412
$9K ﹤0.01%
+674
5413
$9K ﹤0.01%
+1,484
5414
$9K ﹤0.01%
+7,200
5415
$9K ﹤0.01%
+2,825
5416
$9K ﹤0.01%
+1,303
5417
$9K ﹤0.01%
+2,043
5418
$9K ﹤0.01%
+801
5419
$9K ﹤0.01%
+3,804
5420
$9K ﹤0.01%
+400
5421
$9K ﹤0.01%
+191
5422
$9K ﹤0.01%
+7,870
5423
$9K ﹤0.01%
+1,330
5424
$9K ﹤0.01%
+3,741
5425
$8K ﹤0.01%
+74
215 216
217
218 219