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
2076
$3.03M ﹤0.01%
+145,402
2077
$3.03M ﹤0.01%
+160,580
2078
$3.02M ﹤0.01%
+46,653
2079
$3.02M ﹤0.01%
+157,352
2080
$3.02M ﹤0.01%
+126,884
2081
$3.02M ﹤0.01%
+67,302
2082
$3.01M ﹤0.01%
+81,371
2083
$3.01M ﹤0.01%
+296,402
2084
$3.01M ﹤0.01%
+79,215
2085
$3.01M ﹤0.01%
+125,846
2086
$3M ﹤0.01%
+257,717
2087
$2.99M ﹤0.01%
+59,574
2088
$2.99M ﹤0.01%
+89,795
2089
$2.98M ﹤0.01%
+1,001,748
2090
$2.98M ﹤0.01%
+121,755
2091
$2.97M ﹤0.01%
+53,308
2092
$2.97M ﹤0.01%
+81,762
2093
$2.97M ﹤0.01%
+171,766
2094
$2.96M ﹤0.01%
+106,804
2095
$2.96M ﹤0.01%
+121,429
2096
$2.96M ﹤0.01%
+168,854
2097
$2.96M ﹤0.01%
+182,111
2098
$2.95M ﹤0.01%
+33,042
2099
$2.95M ﹤0.01%
+195,836
2100
$2.95M ﹤0.01%
+59,902
82 83
84
85 86