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
726
$30.7M 0.01%
+839,313
727
$30.7M 0.01%
+297,178
728
$30.6M 0.01%
+230,357
729
$30.6M 0.01%
+678,764
730
$30.6M 0.01%
+1,629,607
731
$30.6M 0.01%
+1,360,198
732
$30.5M 0.01%
+1,195,535
733
$30.4M 0.01%
+1,679,018
734
$30.4M 0.01%
+601,988
735
$30.4M 0.01%
+2,395,400
736
$30.3M 0.01%
+561,448
737
$30.3M 0.01%
+1,289,319
738
$30.3M 0.01%
+350,480
739
$30.2M 0.01%
+353,758
740
$30.1M 0.01%
+1,008,218
741
$30M 0.01%
+161,493
742
$30M 0.01%
+1,779,307
743
$30M 0.01%
+474,609
744
$29.9M 0.01%
+1,326,870
745
$29.9M 0.01%
+1,188,384
746
$29.8M 0.01%
+1,099,966
747
$29.8M 0.01%
+1,283,776
748
$29.7M 0.01%
+432,234
749
$29.6M 0.01%
+695,990
750
$29.6M 0.01%
+851,115
28 29
30
31 32