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
1101
$14.9M 0.01%
+537,847
1102
$14.8M 0.01%
+221,112
1103
$14.7M 0.01%
+171,590
1104
$14.7M 0.01%
+318,610
1105
$14.6M 0.01%
+345,979
1106
$14.6M 0.01%
+903,600
1107
$14.6M 0.01%
+332,007
1108
$14.5M 0.01%
+458,363
1109
$14.5M 0.01%
+554,951
1110
$14.5M 0.01%
+1,254,745
1111
$14.5M 0.01%
+129,875
1112
$14.5M 0.01%
+446,336
1113
$14.5M 0.01%
+624,334
1114
$14.5M 0.01%
+421,113
1115
$14.5M 0.01%
+378,668
1116
$14.4M 0.01%
+181,614
1117
$14.4M 0.01%
+443,280
1118
$14.4M 0.01%
+220,108
1119
$14.4M 0.01%
+449,577
1120
$14.4M 0.01%
+421,114
1121
$14.3M 0.01%
+1,547,771
1122
$14.3M 0.01%
+384,998
1123
$14.2M 0.01%
+276,334
1124
$14.2M 0.01%
+218,315
1125
$14.1M 0.01%
+272,431
43 44
45
46 47