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
1551
$6.69M ﹤0.01%
+17,466
1552
$6.69M ﹤0.01%
+397,688
1553
$6.67M ﹤0.01%
+133,852
1554
$6.67M ﹤0.01%
+209,697
1555
$6.65M ﹤0.01%
+813,770
1556
$6.59M ﹤0.01%
+433,972
1557
$6.58M ﹤0.01%
+247,401
1558
$6.58M ﹤0.01%
+155,661
1559
$6.58M ﹤0.01%
+340,684
1560
$6.58M ﹤0.01%
+173,625
1561
$6.57M ﹤0.01%
+252,829
1562
$6.55M ﹤0.01%
+110,362
1563
$6.54M ﹤0.01%
+372,704
1564
$6.54M ﹤0.01%
+224,277
1565
$6.53M ﹤0.01%
+221,991
1566
$6.52M ﹤0.01%
+857,378
1567
$6.5M ﹤0.01%
+584,673
1568
$6.5M ﹤0.01%
+536,639
1569
$6.47M ﹤0.01%
+70,680
1570
$6.47M ﹤0.01%
+177,246
1571
$6.43M ﹤0.01%
+614,535
1572
$6.39M ﹤0.01%
+407,651
1573
$6.38M ﹤0.01%
+436,920
1574
$6.38M ﹤0.01%
+564,047
1575
$6.38M ﹤0.01%
+220,290
61 62
63
64 65