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
1926
$3.8M ﹤0.01%
+19,335
1927
$3.79M ﹤0.01%
+260,861
1928
$3.79M ﹤0.01%
+60,009
1929
$3.79M ﹤0.01%
+3,864
1930
$3.76M ﹤0.01%
+71,798
1931
$3.75M ﹤0.01%
+76,393
1932
$3.75M ﹤0.01%
+87,336
1933
$3.75M ﹤0.01%
+317,572
1934
$3.73M ﹤0.01%
+53,066
1935
$3.72M ﹤0.01%
+76,275
1936
$3.72M ﹤0.01%
+34,428
1937
$3.71M ﹤0.01%
+261,206
1938
$3.71M ﹤0.01%
+205,437
1939
$3.71M ﹤0.01%
+120,557
1940
$3.7M ﹤0.01%
+2,204,259
1941
$3.7M ﹤0.01%
+153,617
1942
$3.68M ﹤0.01%
+187,040
1943
$3.68M ﹤0.01%
+306,123
1944
$3.67M ﹤0.01%
+85,184
1945
$3.67M ﹤0.01%
+210,100
1946
$3.65M ﹤0.01%
+772,048
1947
$3.65M ﹤0.01%
+264,724
1948
$3.65M ﹤0.01%
+325,208
1949
$3.64M ﹤0.01%
+76,498
1950
$3.63M ﹤0.01%
+274,286
76 77
78
79 80