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
1601
$6.13M ﹤0.01%
+111,626
1602
$6.13M ﹤0.01%
+162,009
1603
$6.12M ﹤0.01%
+240,024
1604
$6.12M ﹤0.01%
+180,887
1605
$6.12M ﹤0.01%
+276,680
1606
$6.11M ﹤0.01%
+225,466
1607
$6.11M ﹤0.01%
+646,806
1608
$6.1M ﹤0.01%
+125,774
1609
$6.1M ﹤0.01%
+426,631
1610
$6.1M ﹤0.01%
+268,480
1611
$6.08M ﹤0.01%
+142,968
1612
$6.08M ﹤0.01%
+281,553
1613
$6.08M ﹤0.01%
+482,213
1614
$6.07M ﹤0.01%
+321,865
1615
$6.06M ﹤0.01%
+299,360
1616
$6.04M ﹤0.01%
+92,090
1617
$6.04M ﹤0.01%
+144,192
1618
$6.04M ﹤0.01%
+246,450
1619
$6.03M ﹤0.01%
+305,548
1620
$6.03M ﹤0.01%
+53,728
1621
$6.02M ﹤0.01%
+388,606
1622
$6.02M ﹤0.01%
+1,130,839
1623
$6.01M ﹤0.01%
+330,052
1624
$6M ﹤0.01%
+164,378
1625
$5.99M ﹤0.01%
+329,708
63 64
65
66 67