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
2101
$2.94M ﹤0.01%
+279,927
2102
$2.94M ﹤0.01%
+119,984
2103
$2.94M ﹤0.01%
+72,303
2104
$2.94M ﹤0.01%
+179,114
2105
$2.93M ﹤0.01%
+129,529
2106
$2.93M ﹤0.01%
+105,484
2107
$2.93M ﹤0.01%
+208,305
2108
$2.93M ﹤0.01%
+115,290
2109
$2.93M ﹤0.01%
+51,897
2110
$2.92M ﹤0.01%
+61,726
2111
$2.91M ﹤0.01%
+381,820
2112
$2.91M ﹤0.01%
+160,140
2113
$2.9M ﹤0.01%
+117,718
2114
$2.89M ﹤0.01%
+144,341
2115
$2.89M ﹤0.01%
+42,635
2116
$2.89M ﹤0.01%
+12,886
2117
$2.89M ﹤0.01%
+254,260
2118
$2.89M ﹤0.01%
+363,389
2119
$2.88M ﹤0.01%
+142,459
2120
$2.87M ﹤0.01%
+203,112
2121
$2.87M ﹤0.01%
+747,117
2122
$2.87M ﹤0.01%
+415,149
2123
$2.86M ﹤0.01%
+580,865
2124
$2.86M ﹤0.01%
+25,833
2125
$2.85M ﹤0.01%
+1,346,181
83 84
85
86 87