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
976
$18.3M 0.01%
+225,365
977
$18.3M 0.01%
+583,661
978
$18.3M 0.01%
+862,235
979
$18.2M 0.01%
+311,912
980
$18.2M 0.01%
+324,985
981
$18.2M 0.01%
+269,615
982
$18.1M 0.01%
+386,383
983
$18.1M 0.01%
+301,731
984
$18.1M 0.01%
+354,587
985
$18.1M 0.01%
+2,258,253
986
$18.1M 0.01%
+568,359
987
$18.1M 0.01%
+676,126
988
$18M 0.01%
+1,069,824
989
$18M 0.01%
+329,968
990
$18M 0.01%
+2,518,913
991
$17.9M 0.01%
+510,228
992
$17.9M 0.01%
+3,500,909
993
$17.8M 0.01%
+401,272
994
$17.8M 0.01%
+640,691
995
$17.8M 0.01%
+875,170
996
$17.8M 0.01%
+1,298,364
997
$17.7M 0.01%
+380,086
998
$17.7M 0.01%
+1,699,457
999
$17.6M 0.01%
+670,363
1000
$17.6M 0.01%
+414,106
38 39
40
41 42