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
601
$44.2M 0.02%
+549,284
602
$44.1M 0.02%
+2,124,490
603
$43.9M 0.02%
+704,179
604
$43.7M 0.02%
+1,001,902
605
$43.7M 0.02%
+3,020,024
606
$43.7M 0.02%
+1,706,410
607
$43.6M 0.02%
+677,717
608
$43.6M 0.02%
+3,832,480
609
$43.5M 0.02%
+1,311,112
610
$43.3M 0.02%
+781,230
611
$43.1M 0.02%
+655,767
612
$42.9M 0.02%
+750,461
613
$42.9M 0.02%
+1,840,664
614
$42.8M 0.02%
+1,710,928
615
$42.4M 0.02%
+1,331,130
616
$42.4M 0.02%
+1,236,890
617
$42.4M 0.02%
+463,046
618
$42.4M 0.02%
+413,110
619
$42.3M 0.02%
+2,137,606
620
$42.2M 0.02%
+1,210,980
621
$42.1M 0.02%
+1,344,850
622
$42M 0.02%
+905,866
623
$42M 0.02%
+1,047,017
624
$41.6M 0.02%
+2,196,952
625
$41.4M 0.02%
+1,703,365
23 24
25
26 27