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
5626
$2K ﹤0.01%
+200
5627
$2K ﹤0.01%
+296
5628
– –
0
5629
– –
0
5630
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+97
5631
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+203
5632
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+305
5633
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+1,026
5634
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+225
5635
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+1,004
5636
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+119
5637
$2K ﹤0.01%
+1,150
5638
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+867
5639
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+337
5640
$2K ﹤0.01%
+331
5641
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+645
5642
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+256
5643
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+324
5644
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+1,257
5645
$2K ﹤0.01%
+1,884
5646
$2K ﹤0.01%
+541
5647
$2K ﹤0.01%
+2,803
5648
$2K ﹤0.01%
+602
5649
$2K ﹤0.01%
+166
5650
$2K ﹤0.01%
+6,520
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