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
1126
$14.1M 0.01%
+667,576
1127
$14.1M 0.01%
+465,332
1128
$14.1M 0.01%
+1,249,867
1129
$14M 0.01%
+653,215
1130
$14M 0.01%
+229,710
1131
$14M 0.01%
+154,224
1132
$13.9M 0.01%
+308,653
1133
$13.9M 0.01%
+205,504
1134
$13.8M 0.01%
+537,905
1135
$13.8M 0.01%
+662,814
1136
$13.7M 0.01%
+250,903
1137
$13.7M 0.01%
+341,701
1138
$13.7M 0.01%
+730,331
1139
$13.7M 0.01%
+957,122
1140
$13.7M 0.01%
+17,884
1141
$13.7M 0.01%
+287,751
1142
$13.7M 0.01%
+758,630
1143
$13.6M 0.01%
+279,592
1144
$13.6M 0.01%
+1,763,372
1145
$13.6M 0.01%
+693,730
1146
$13.6M 0.01%
+189,762
1147
$13.6M 0.01%
+455,976
1148
$13.6M 0.01%
+350,266
1149
$13.6M 0.01%
+3,387,445
1150
$13.5M 0.01%
+1,058,564
44 45
46
47 48