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
5526
$5K ﹤0.01%
+355
5527
$5K ﹤0.01%
+666
5528
$5K ﹤0.01%
+109
5529
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+414
5530
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+260
5531
$5K ﹤0.01%
+924
5532
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+650
5533
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+800
5534
$5K ﹤0.01%
+500
5535
$4K ﹤0.01%
+382
5536
$4K ﹤0.01%
+234
5537
$4K ﹤0.01%
+635
5538
$4K ﹤0.01%
+100
5539
$4K ﹤0.01%
+1,513
5540
$4K ﹤0.01%
+72
5541
$4K ﹤0.01%
+684
5542
$4K ﹤0.01%
+532
5543
– –
0
5544
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+104
5545
$4K ﹤0.01%
+312
5546
$4K ﹤0.01%
+1,595
5547
– –
0
5548
$4K ﹤0.01%
+2,964
5549
$4K ﹤0.01%
+6,000
5550
$4K ﹤0.01%
+1,500
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