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
1051
$16.1M 0.01%
+305,999
1052
$16.1M 0.01%
+102,526
1053
$16.1M 0.01%
+419,062
1054
$16M 0.01%
+5,780,824
1055
$16M 0.01%
+1,096,268
1056
$16M 0.01%
+756,695
1057
$16M 0.01%
+219,256
1058
$16M 0.01%
+661,689
1059
$15.9M 0.01%
+2,187,550
1060
$15.9M 0.01%
+555,518
1061
$15.9M 0.01%
+430,850
1062
$15.9M 0.01%
+224,526
1063
$15.9M 0.01%
+249,782
1064
$15.9M 0.01%
+671,567
1065
$15.8M 0.01%
+210,581
1066
$15.8M 0.01%
+377,335
1067
$15.8M 0.01%
+3,490,579
1068
$15.8M 0.01%
+287,902
1069
$15.7M 0.01%
+499,994
1070
$15.7M 0.01%
+1,743,186
1071
$15.7M 0.01%
+184,633
1072
$15.7M 0.01%
+418,061
1073
$15.7M 0.01%
+645,566
1074
$15.7M 0.01%
+281,169
1075
$15.7M 0.01%
+454,728
41 42
43
44 45