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
126
$353M 0.15%
+3,574,570
127
$352M 0.15%
+91,390
128
$348M 0.15%
+7,204,938
129
$348M 0.15%
+5,746,508
130
$347M 0.15%
+4,101,006
131
$344M 0.14%
+6,015,363
132
$343M 0.14%
+8,583,973
133
$330M 0.14%
+9,669,119
134
$328M 0.14%
+9,484,078
135
$326M 0.14%
+3,856,762
136
$325M 0.14%
+6,196,944
137
$323M 0.14%
+8,768,076
138
$322M 0.14%
+6,552,932
139
$321M 0.14%
+5,151,579
140
$320M 0.13%
+3,581,786
141
$317M 0.13%
+1,234,178
142
$317M 0.13%
+5,134,111
143
$315M 0.13%
+3,366,249
144
$309M 0.13%
+2,699,296
145
$309M 0.13%
+8,090,232
146
$307M 0.13%
+10,763,858
147
$307M 0.13%
+22,094,980
148
$296M 0.12%
+7,370,948
149
$290M 0.12%
+18,744,650
150
$288M 0.12%
+3,350,672
4 5
6
7 8