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
701
$32.5M 0.01%
+473,015
702
$32.5M 0.01%
+720,769
703
$32.5M 0.01%
+256,788
704
$32.5M 0.01%
+1,544,780
705
$32.4M 0.01%
+510,323
706
$32.3M 0.01%
+403,113
707
$32.2M 0.01%
+720,757
708
$32.1M 0.01%
+3,292,064
709
$32M 0.01%
+816,349
710
$31.8M 0.01%
+299,871
711
$31.7M 0.01%
+1,126,805
712
$31.6M 0.01%
+890,084
713
$31.5M 0.01%
+622,371
714
$31.4M 0.01%
+1,218,652
715
$31.3M 0.01%
+1,993,348
716
$31.3M 0.01%
+371,251
717
$31.3M 0.01%
+431,819
718
$31.1M 0.01%
+1,539,880
719
$30.9M 0.01%
+790,559
720
$30.9M 0.01%
+2,169,291
721
$30.9M 0.01%
+914,974
722
$30.8M 0.01%
+304,401
723
$30.8M 0.01%
+2,697,012
724
$30.8M 0.01%
+1,287,646
725
$30.7M 0.01%
+525,446
27 28
29
30 31