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
2201
$2.58M ﹤0.01%
+79,113
2202
$2.57M ﹤0.01%
+34,074
2203
$2.57M ﹤0.01%
+172,064
2204
$2.57M ﹤0.01%
+196,663
2205
$2.57M ﹤0.01%
+49,888
2206
$2.56M ﹤0.01%
+25,177
2207
$2.56M ﹤0.01%
+315,632
2208
$2.55M ﹤0.01%
+64,155
2209
$2.55M ﹤0.01%
+36,131
2210
$2.55M ﹤0.01%
+23,129
2211
$2.54M ﹤0.01%
+114,253
2212
$2.54M ﹤0.01%
+95,763
2213
$2.53M ﹤0.01%
+51,878
2214
$2.53M ﹤0.01%
+101,134
2215
$2.53M ﹤0.01%
+92,130
2216
$2.52M ﹤0.01%
+67,799
2217
$2.52M ﹤0.01%
+84,277
2218
$2.52M ﹤0.01%
+134,632
2219
$2.52M ﹤0.01%
+175,762
2220
$2.52M ﹤0.01%
+106,038
2221
$2.51M ﹤0.01%
+80,389
2222
$2.51M ﹤0.01%
+69,772
2223
$2.5M ﹤0.01%
+247,050
2224
$2.5M ﹤0.01%
+185,243
2225
$2.5M ﹤0.01%
+62,294
87 88
89
90 91