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
5651
$2K ﹤0.01%
+298
5652
– –
0
5653
$2K ﹤0.01%
+1,592
5654
$2K ﹤0.01%
+180
5655
$2K ﹤0.01%
+160
5656
$2K ﹤0.01%
+653
5657
$2K ﹤0.01%
+1,178
5658
$2K ﹤0.01%
+438
5659
$2K ﹤0.01%
+777
5660
$2K ﹤0.01%
+123
5661
$2K ﹤0.01%
+99
5662
$2K ﹤0.01%
+400
5663
$2K ﹤0.01%
+116
5664
$2K ﹤0.01%
+60
5665
$2K ﹤0.01%
+801
5666
$1K ﹤0.01%
+208
5667
$1K ﹤0.01%
+358
5668
$1K ﹤0.01%
+90
5669
$1K ﹤0.01%
+112
5670
$1K ﹤0.01%
+168
5671
$1K ﹤0.01%
+133
5672
$1K ﹤0.01%
+45
5673
$1K ﹤0.01%
+87
5674
$1K ﹤0.01%
+1
5675
$1K ﹤0.01%
+53
225 226
227
228 229