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
1301
$10.3M ﹤0.01%
+400,869
1302
$10.3M ﹤0.01%
+303,396
1303
$10.3M ﹤0.01%
+252,417
1304
$10.3M ﹤0.01%
+742
1305
$10.3M ﹤0.01%
+84,768
1306
$10.3M ﹤0.01%
+228,023
1307
$10.2M ﹤0.01%
+541,118
1308
$10.2M ﹤0.01%
+1,427,865
1309
$10.2M ﹤0.01%
+411,342
1310
$10.2M ﹤0.01%
+256,496
1311
$10.2M ﹤0.01%
+461,746
1312
$10.2M ﹤0.01%
+357,310
1313
$10.1M ﹤0.01%
+3,644,394
1314
$10.1M ﹤0.01%
+223,525
1315
$10.1M ﹤0.01%
+363,607
1316
$10.1M ﹤0.01%
+852,122
1317
$10.1M ﹤0.01%
+204,301
1318
$10.1M ﹤0.01%
+1,915,735
1319
$10M ﹤0.01%
+780,803
1320
$10M ﹤0.01%
+544,766
1321
$10M ﹤0.01%
+46,266
1322
$10M ﹤0.01%
+570,278
1323
$10M ﹤0.01%
+302,707
1324
$10M ﹤0.01%
+295,954
1325
$10M ﹤0.01%
+172,671
51 52
53
54 55