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
2176
$2.69M ﹤0.01%
+120,523
2177
$2.69M ﹤0.01%
+86,214
2178
$2.69M ﹤0.01%
+121,229
2179
$2.68M ﹤0.01%
+52,327
2180
$2.68M ﹤0.01%
+69,975
2181
$2.68M ﹤0.01%
+108,778
2182
$2.67M ﹤0.01%
+66,847
2183
$2.67M ﹤0.01%
+56,831
2184
$2.67M ﹤0.01%
+106,813
2185
$2.67M ﹤0.01%
+184,182
2186
$2.67M ﹤0.01%
+126,631
2187
$2.66M ﹤0.01%
+35,002
2188
$2.66M ﹤0.01%
+102,295
2189
$2.65M ﹤0.01%
+122,258
2190
$2.65M ﹤0.01%
+172,779
2191
$2.65M ﹤0.01%
+158,040
2192
$2.64M ﹤0.01%
+47,498
2193
$2.63M ﹤0.01%
+101,522
2194
$2.63M ﹤0.01%
+277,644
2195
$2.63M ﹤0.01%
+102,243
2196
$2.62M ﹤0.01%
+103,544
2197
$2.62M ﹤0.01%
+365
2198
$2.61M ﹤0.01%
+35,824
2199
$2.6M ﹤0.01%
+74,004
2200
$2.6M ﹤0.01%
+170,781
86 87
88
89 90