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
1701
$5.17M ﹤0.01%
+147,632
1702
$5.17M ﹤0.01%
+258,026
1703
$5.17M ﹤0.01%
+209,376
1704
$5.16M ﹤0.01%
+640,320
1705
$5.13M ﹤0.01%
+132,067
1706
$5.13M ﹤0.01%
+190,773
1707
$5.13M ﹤0.01%
+399,080
1708
$5.13M ﹤0.01%
+185,755
1709
$5.12M ﹤0.01%
+563,277
1710
$5.1M ﹤0.01%
+517,435
1711
$5.09M ﹤0.01%
+260,714
1712
$5.09M ﹤0.01%
+172,974
1713
$5.07M ﹤0.01%
+1,234,041
1714
$5.06M ﹤0.01%
+126,979
1715
$5.03M ﹤0.01%
+238,687
1716
$5.03M ﹤0.01%
+289,576
1717
$5.01M ﹤0.01%
+264,974
1718
$5.01M ﹤0.01%
+108,509
1719
$5.01M ﹤0.01%
+150,779
1720
$5M ﹤0.01%
+181,960
1721
$5M ﹤0.01%
+1,224,904
1722
$5M ﹤0.01%
+46,764
1723
$5M ﹤0.01%
+230,492
1724
$5M ﹤0.01%
+282,518
1725
$4.95M ﹤0.01%
+47,430
67 68
69
70 71