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
2151
$2.77M ﹤0.01%
+144,105
2152
$2.77M ﹤0.01%
+64,785
2153
$2.77M ﹤0.01%
+354,526
2154
$2.76M ﹤0.01%
+50,968
2155
$2.76M ﹤0.01%
+72,247
2156
$2.75M ﹤0.01%
+109,674
2157
$2.75M ﹤0.01%
+107,004
2158
$2.74M ﹤0.01%
+71,840
2159
$2.74M ﹤0.01%
+88,245
2160
$2.74M ﹤0.01%
+86,536
2161
$2.74M ﹤0.01%
+27,335
2162
$2.73M ﹤0.01%
+6,642
2163
$2.73M ﹤0.01%
+48,758
2164
$2.73M ﹤0.01%
+91,492
2165
$2.73M ﹤0.01%
+100,319
2166
$2.72M ﹤0.01%
+116,133
2167
$2.72M ﹤0.01%
+35,126
2168
$2.72M ﹤0.01%
+76,708
2169
$2.7M ﹤0.01%
+71,045
2170
$2.7M ﹤0.01%
+67,891
2171
$2.7M ﹤0.01%
+107,066
2172
$2.7M ﹤0.01%
+41,181
2173
$2.7M ﹤0.01%
+31,026
2174
$2.69M ﹤0.01%
+107,785
2175
$2.69M ﹤0.01%
+284,303
85 86
87
88 89