Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
5501
$6K ﹤0.01%
+148
5502
$6K ﹤0.01%
+633
5503
$6K ﹤0.01%
+1,200
5504
$6K ﹤0.01%
+187
5505
$6K ﹤0.01%
+1,000
5506
$6K ﹤0.01%
+1,595
5507
$6K ﹤0.01%
+4,246
5508
$6K ﹤0.01%
+405
5509
$5K ﹤0.01%
+521
5510
$5K ﹤0.01%
+1,004
5511
$5K ﹤0.01%
+2,967
5512
$5K ﹤0.01%
+1,700
5513
$5K ﹤0.01%
+2,000
5514
$5K ﹤0.01%
+1,133
5515
$5K ﹤0.01%
+764
5516
$5K ﹤0.01%
+198
5517
$5K ﹤0.01%
+468
5518
$5K ﹤0.01%
+532
5519
$5K ﹤0.01%
+380
5520
$5K ﹤0.01%
+500
5521
$5K ﹤0.01%
+477
5522
$5K ﹤0.01%
+335
5523
$5K ﹤0.01%
+25,125
5524
$5K ﹤0.01%
+588
5525
$5K ﹤0.01%
+100
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