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
1501
$7.34M ﹤0.01%
+290,160
1502
$7.34M ﹤0.01%
+158,057
1503
$7.34M ﹤0.01%
+295,734
1504
$7.3M ﹤0.01%
+177,812
1505
$7.29M ﹤0.01%
+1,116,879
1506
$7.28M ﹤0.01%
+238,289
1507
$7.22M ﹤0.01%
+38,840
1508
$7.21M ﹤0.01%
+259,910
1509
$7.21M ﹤0.01%
+112,684
1510
$7.21M ﹤0.01%
+435,121
1511
$7.2M ﹤0.01%
+272,204
1512
$7.2M ﹤0.01%
+821,370
1513
$7.19M ﹤0.01%
+199,217
1514
$7.18M ﹤0.01%
+192,227
1515
$7.18M ﹤0.01%
+126,604
1516
$7.16M ﹤0.01%
+338,803
1517
$7.13M ﹤0.01%
+308,365
1518
$7.12M ﹤0.01%
+711,963
1519
$7.1M ﹤0.01%
+537,764
1520
$7.09M ﹤0.01%
+127,277
1521
$7.09M ﹤0.01%
+50,549
1522
$7.08M ﹤0.01%
+280,326
1523
$7.07M ﹤0.01%
+402,860
1524
$7.07M ﹤0.01%
+477,884
1525
$7.02M ﹤0.01%
+147,156
59 60
61
62 63