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
1201
$12.4M 0.01%
+359,759
1202
$12.4M 0.01%
+264,021
1203
$12.4M 0.01%
+2,411,144
1204
$12.4M 0.01%
+411,020
1205
$12.4M 0.01%
+275,506
1206
$12.4M 0.01%
+321,530
1207
$12.3M 0.01%
+1,077,500
1208
$12.3M 0.01%
+346,111
1209
$12.3M 0.01%
+233,289
1210
$12.2M 0.01%
+765,846
1211
$12.2M 0.01%
+135,471
1212
$12.2M 0.01%
+179,826
1213
$12.2M 0.01%
+1,208,844
1214
$12.1M 0.01%
+254,122
1215
$12.1M 0.01%
+218,626
1216
$12.1M 0.01%
+358,915
1217
$12.1M 0.01%
+251,890
1218
$12.1M 0.01%
+233,269
1219
$12M 0.01%
+440,063
1220
$12M 0.01%
+237,864
1221
$12M 0.01%
+264,027
1222
$11.9M 0.01%
+234,114
1223
$11.9M 0.01%
+248,353
1224
$11.9M 0.01%
+200,048
1225
$11.8M 0.01%
+415,915
47 48
49
50 51