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
1226
$11.8M 0.01%
+180,659
1227
$11.8M ﹤0.01%
+272,423
1228
$11.8M ﹤0.01%
+361,702
1229
$11.7M ﹤0.01%
+293,540
1230
$11.7M ﹤0.01%
+285,397
1231
$11.7M ﹤0.01%
+1,654,692
1232
$11.7M ﹤0.01%
+417,574
1233
$11.6M ﹤0.01%
+38,359
1234
$11.6M ﹤0.01%
+884,544
1235
$11.6M ﹤0.01%
+815,273
1236
$11.6M ﹤0.01%
+231,902
1237
$11.6M ﹤0.01%
+416,526
1238
$11.5M ﹤0.01%
+70,319
1239
$11.5M ﹤0.01%
+711,767
1240
$11.5M ﹤0.01%
+451,550
1241
$11.5M ﹤0.01%
+588,696
1242
$11.4M ﹤0.01%
+180,359
1243
$11.4M ﹤0.01%
+410,161
1244
$11.3M ﹤0.01%
+353,954
1245
$11.2M ﹤0.01%
+327,831
1246
$11.2M ﹤0.01%
+469,896
1247
$11.2M ﹤0.01%
+269,448
1248
$11.2M ﹤0.01%
+214,610
1249
$11.2M ﹤0.01%
+461,267
1250
$11.2M ﹤0.01%
+601,048
48 49
50
51 52