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
2226
$2.5M ﹤0.01%
+271,099
2227
$2.49M ﹤0.01%
+402,211
2228
$2.49M ﹤0.01%
+175,657
2229
$2.49M ﹤0.01%
+67,356
2230
$2.49M ﹤0.01%
+100,376
2231
$2.48M ﹤0.01%
+35,444
2232
$2.48M ﹤0.01%
+106,073
2233
$2.48M ﹤0.01%
+2,686
2234
$2.48M ﹤0.01%
+32,664
2235
$2.47M ﹤0.01%
+64,351
2236
$2.47M ﹤0.01%
+84,122
2237
$2.47M ﹤0.01%
+226,138
2238
$2.47M ﹤0.01%
+137,883
2239
$2.47M ﹤0.01%
+154,144
2240
$2.46M ﹤0.01%
+113,124
2241
$2.46M ﹤0.01%
+227,795
2242
$2.46M ﹤0.01%
+75,212
2243
$2.45M ﹤0.01%
+147,237
2244
$2.45M ﹤0.01%
+4,021
2245
$2.44M ﹤0.01%
+90,902
2246
$2.44M ﹤0.01%
+84,755
2247
$2.44M ﹤0.01%
+21,506
2248
$2.44M ﹤0.01%
+59,992
2249
$2.43M ﹤0.01%
+70,069
2250
$2.42M ﹤0.01%
+191,428
88 89
90
91 92