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
1076
$15.6M 0.01%
+160,418
1077
$15.6M 0.01%
+798,855
1078
$15.6M 0.01%
+4,157,466
1079
$15.5M 0.01%
+623,761
1080
$15.4M 0.01%
+858,507
1081
$15.4M 0.01%
+527,621
1082
$15.4M 0.01%
+358,004
1083
$15.4M 0.01%
+640,693
1084
$15.3M 0.01%
+333,062
1085
$15.3M 0.01%
+452,084
1086
$15.3M 0.01%
+724,191
1087
$15.3M 0.01%
+550,834
1088
$15.2M 0.01%
+253,121
1089
$15.2M 0.01%
+1,144,624
1090
$15.2M 0.01%
+170,392
1091
$15.2M 0.01%
+220,648
1092
$15.2M 0.01%
+483,140
1093
$15.2M 0.01%
+12,112
1094
$15M 0.01%
+575,429
1095
$15M 0.01%
+268,020
1096
$15M 0.01%
+464,236
1097
$15M 0.01%
+959,652
1098
$15M 0.01%
+751,099
1099
$14.9M 0.01%
+232,716
1100
$14.9M 0.01%
+134,478
42 43
44
45 46