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
2051
$3.15M ﹤0.01%
+153,361
2052
$3.15M ﹤0.01%
+42,162
2053
$3.15M ﹤0.01%
+527,549
2054
$3.14M ﹤0.01%
+236,186
2055
$3.14M ﹤0.01%
+117,152
2056
$3.14M ﹤0.01%
+110,386
2057
$3.13M ﹤0.01%
+103,008
2058
$3.12M ﹤0.01%
+81,341
2059
$3.11M ﹤0.01%
+100,359
2060
$3.11M ﹤0.01%
+134,965
2061
$3.11M ﹤0.01%
+152,268
2062
$3.11M ﹤0.01%
+84,370
2063
$3.11M ﹤0.01%
+106,186
2064
$3.1M ﹤0.01%
+104,048
2065
$3.1M ﹤0.01%
+118,731
2066
$3.08M ﹤0.01%
+124,432
2067
$3.07M ﹤0.01%
+1,556,397
2068
$3.07M ﹤0.01%
+483,978
2069
$3.06M ﹤0.01%
+100,071
2070
$3.06M ﹤0.01%
+33,485
2071
$3.06M ﹤0.01%
+487,142
2072
$3.05M ﹤0.01%
+112,675
2073
$3.04M ﹤0.01%
+260,048
2074
$3.04M ﹤0.01%
+174,612
2075
$3.03M ﹤0.01%
+1,731,009
81 82
83
84 85