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
2401
$2.05M ﹤0.01%
+77,026
2402
$2.05M ﹤0.01%
+322,174
2403
$2.04M ﹤0.01%
+18,162
2404
$2.04M ﹤0.01%
+61,627
2405
$2.04M ﹤0.01%
+62,926
2406
$2.03M ﹤0.01%
+57,884
2407
$2.02M ﹤0.01%
+24,285
2408
$2.02M ﹤0.01%
+11,856
2409
$2.02M ﹤0.01%
+37,330
2410
$2.02M ﹤0.01%
+94,003
2411
$2.02M ﹤0.01%
+46,015
2412
$2.02M ﹤0.01%
+311,268
2413
$2.01M ﹤0.01%
+95,013
2414
$2.01M ﹤0.01%
+30,241
2415
$2.01M ﹤0.01%
+116,752
2416
$2.01M ﹤0.01%
+56,769
2417
$2M ﹤0.01%
+27,786
2418
$2M ﹤0.01%
+938,660
2419
$1.99M ﹤0.01%
+120,836
2420
$1.99M ﹤0.01%
+111,048
2421
$1.99M ﹤0.01%
+45,776
2422
$1.99M ﹤0.01%
+105,130
2423
$1.98M ﹤0.01%
+40,542
2424
$1.98M ﹤0.01%
+89,409
2425
$1.97M ﹤0.01%
+38,106
95 96
97
98 99