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
626
$41M 0.02%
+2,014,125
627
$41M 0.02%
+199,375
628
$40.8M 0.02%
+3,001,705
629
$40.7M 0.02%
+665,577
630
$40.7M 0.02%
+700,071
631
$40.2M 0.02%
+626,814
632
$39.9M 0.02%
+481,258
633
$39.8M 0.02%
+1,618,843
634
$39.7M 0.02%
+1,430,559
635
$39.7M 0.02%
+1,865,130
636
$39.6M 0.02%
+3,905,352
637
$39.6M 0.02%
+2,436,808
638
$39.6M 0.02%
+1,706,899
639
$39.4M 0.02%
+588,572
640
$39.3M 0.02%
+299,550
641
$39.3M 0.02%
+807,332
642
$39.2M 0.02%
+278,828
643
$39.2M 0.02%
+3,657,099
644
$39M 0.02%
+912,523
645
$38.5M 0.02%
+1,233,855
646
$38.5M 0.02%
+73,068
647
$38.4M 0.02%
+644,132
648
$38.4M 0.02%
+1,207,974
649
$38.4M 0.02%
+2,700,986
650
$38.3M 0.02%
+445,251
24 25
26
27 28