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
2126
$2.85M ﹤0.01%
+164,707
2127
$2.85M ﹤0.01%
+106,081
2128
$2.85M ﹤0.01%
+45,687
2129
$2.84M ﹤0.01%
+86,278
2130
$2.84M ﹤0.01%
+98,427
2131
$2.84M ﹤0.01%
+86,968
2132
$2.84M ﹤0.01%
+145,015
2133
$2.83M ﹤0.01%
+182,186
2134
$2.83M ﹤0.01%
+108,673
2135
$2.83M ﹤0.01%
+228,173
2136
$2.82M ﹤0.01%
+94,332
2137
$2.82M ﹤0.01%
+89,058
2138
$2.82M ﹤0.01%
+348,752
2139
$2.81M ﹤0.01%
+164,685
2140
$2.81M ﹤0.01%
+207,968
2141
$2.81M ﹤0.01%
+34,229
2142
$2.81M ﹤0.01%
+149,457
2143
$2.8M ﹤0.01%
+144,035
2144
$2.79M ﹤0.01%
+331,890
2145
$2.79M ﹤0.01%
+153,832
2146
$2.79M ﹤0.01%
+165,916
2147
$2.78M ﹤0.01%
+56,240
2148
$2.78M ﹤0.01%
+105,703
2149
$2.78M ﹤0.01%
+48,004
2150
$2.77M ﹤0.01%
+81,025
84 85
86
87 88