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
5501
$6K ﹤0.01%
+4,246
5502
$6K ﹤0.01%
+405
5503
$6K ﹤0.01%
+262
5504
$6K ﹤0.01%
+900
5505
$6K ﹤0.01%
+560
5506
$6K ﹤0.01%
+541
5507
$6K ﹤0.01%
+906
5508
$6K ﹤0.01%
+15,901
5509
$5K ﹤0.01%
+532
5510
$5K ﹤0.01%
+500
5511
$5K ﹤0.01%
+477
5512
$5K ﹤0.01%
+335
5513
$5K ﹤0.01%
+260
5514
$5K ﹤0.01%
+924
5515
$5K ﹤0.01%
+650
5516
$5K ﹤0.01%
+521
5517
$5K ﹤0.01%
+1,004
5518
$5K ﹤0.01%
+2,967
5519
$5K ﹤0.01%
+1,700
5520
$5K ﹤0.01%
+2,000
5521
$5K ﹤0.01%
+1,133
5522
$5K ﹤0.01%
+764
5523
$5K ﹤0.01%
+792
5524
$5K ﹤0.01%
+468
5525
$5K ﹤0.01%
+380
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