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
1001
$17.6M 0.01%
+346,857
1002
$17.5M 0.01%
+711,639
1003
$17.5M 0.01%
+988,122
1004
$17.5M 0.01%
+523,359
1005
$17.4M 0.01%
+447,138
1006
$17.4M 0.01%
+368,594
1007
$17.4M 0.01%
+953,698
1008
$17.3M 0.01%
+434,477
1009
$17.3M 0.01%
+557,621
1010
$17.3M 0.01%
+582,690
1011
$17.3M 0.01%
+36,729
1012
$17.2M 0.01%
+346,769
1013
$17.2M 0.01%
+1,191,460
1014
$17.1M 0.01%
+485,482
1015
$17.1M 0.01%
+1,163,950
1016
$17M 0.01%
+106,971
1017
$17M 0.01%
+717,908
1018
$17M 0.01%
+770,890
1019
$17M 0.01%
+434,319
1020
$17M 0.01%
+320,361
1021
$16.9M 0.01%
+900,845
1022
$16.9M 0.01%
+1,212,184
1023
$16.9M 0.01%
+373,508
1024
$16.9M 0.01%
+430,437
1025
$16.9M 0.01%
+350,075
39 40
41
42 43