Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
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
101
$423M 0.18%
+12,126,007
102
$420M 0.18%
+12,939,076
103
$420M 0.18%
+7,341,603
104
$419M 0.18%
+9,285,446
105
$413M 0.17%
+19,792,166
106
$409M 0.17%
+7,245,729
107
$408M 0.17%
+7,123,785
108
$408M 0.17%
+3,688,541
109
$405M 0.17%
+13,821,433
110
$402M 0.17%
+11,007,868
111
$391M 0.16%
+30,424,333
112
$386M 0.16%
+3,259,597
113
$386M 0.16%
+3,763,675
114
$384M 0.16%
+13,892,804
115
$381M 0.16%
+4,434,937
116
$379M 0.16%
+8,300,476
117
$375M 0.16%
+10,368,920
118
$373M 0.16%
+24,093,476
119
$370M 0.16%
+11,934,357
120
$370M 0.16%
+14,764,232
121
$365M 0.15%
+11,459,324
122
$363M 0.15%
+10,523,834
123
$358M 0.15%
+9,514,240
124
$357M 0.15%
+4,878,407
125
$354M 0.15%
+8,014,089
3 4
5
6 7