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
551
$51.2M 0.02%
+773,089
552
$51.2M 0.02%
+1,471,916
553
$50.8M 0.02%
+1,140,892
554
$50.7M 0.02%
+1,214,468
555
$50.7M 0.02%
+1,112,005
556
$50.6M 0.02%
+906,502
557
$50.2M 0.02%
+397,739
558
$50M 0.02%
+1,334,920
559
$50M 0.02%
+1,325,612
560
$50M 0.02%
+1,058,392
561
$49.5M 0.02%
+3,341,205
562
$49.4M 0.02%
+2,327,698
563
$49.4M 0.02%
+1,982,352
564
$48.8M 0.02%
+3,188,602
565
$48.7M 0.02%
+672,685
566
$48.7M 0.02%
+810,736
567
$48.5M 0.02%
+870,630
568
$48.5M 0.02%
+1,001,216
569
$48.4M 0.02%
+624,285
570
$48.3M 0.02%
+1,443,093
571
$48.2M 0.02%
+421,416
572
$48.1M 0.02%
+1,370,258
573
$48M 0.02%
+1,331,860
574
$47.7M 0.02%
+2,131,151
575
$47.6M 0.02%
+173,916
21 22
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24 25