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
1026
$16.9M 0.01%
+389,471
1027
$16.9M 0.01%
+261,276
1028
$16.8M 0.01%
+1,227,584
1029
$16.8M 0.01%
+656,376
1030
$16.8M 0.01%
+390,022
1031
$16.8M 0.01%
+701,955
1032
$16.8M 0.01%
+204,836
1033
$16.8M 0.01%
+1,499,274
1034
$16.8M 0.01%
+215,500
1035
$16.8M 0.01%
+610,681
1036
$16.8M 0.01%
+2,130,530
1037
$16.7M 0.01%
+337,290
1038
$16.7M 0.01%
+776,883
1039
$16.6M 0.01%
+550,935
1040
$16.6M 0.01%
+274,318
1041
$16.6M 0.01%
+405,526
1042
$16.5M 0.01%
+171,369
1043
$16.5M 0.01%
+148,252
1044
$16.4M 0.01%
+2,122,549
1045
$16.4M 0.01%
+410,898
1046
$16.4M 0.01%
+522,930
1047
$16.4M 0.01%
+411,119
1048
$16.3M 0.01%
+13,680
1049
$16.3M 0.01%
+362,952
1050
$16.2M 0.01%
+1,184,914
40 41
42
43 44