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
151
$287M 0.12%
+4,696,943
152
$286M 0.12%
+2,484,139
153
$283M 0.12%
+5,076,955
154
$282M 0.12%
+13,418,536
155
$282M 0.12%
+3,156,899
156
$278M 0.12%
+2,819,713
157
$274M 0.12%
+5,654,355
158
$272M 0.11%
+6,191,089
159
$271M 0.11%
+6,601,053
160
$269M 0.11%
+11,197,676
161
$264M 0.11%
+6,465,057
162
$263M 0.11%
+2,291,584
163
$263M 0.11%
+5,850,417
164
$262M 0.11%
+3,957,427
165
$259M 0.11%
+3,038,505
166
$258M 0.11%
+3,166,000
167
$257M 0.11%
+1,776,669
168
$252M 0.11%
+7,257,497
169
$251M 0.11%
+5,621,055
170
$250M 0.11%
+2,626,467
171
$248M 0.1%
+8,121,188
172
$246M 0.1%
+3,110,214
173
$246M 0.1%
+2,227,076
174
$245M 0.1%
+4,504,561
175
$244M 0.1%
+11,213,509
5 6
7
8 9