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
2451
$1.93M ﹤0.01%
+326,940
2452
$1.93M ﹤0.01%
+85,772
2453
$1.93M ﹤0.01%
+78,716
2454
$1.93M ﹤0.01%
+15,655
2455
$1.93M ﹤0.01%
+53,592
2456
$1.92M ﹤0.01%
+117,708
2457
$1.92M ﹤0.01%
+70,999
2458
$1.92M ﹤0.01%
+114,963
2459
$1.92M ﹤0.01%
+24,777
2460
$1.92M ﹤0.01%
+79,126
2461
$1.92M ﹤0.01%
+119,710
2462
$1.91M ﹤0.01%
+82,869
2463
$1.91M ﹤0.01%
+93,433
2464
$1.91M ﹤0.01%
+14,877
2465
$1.91M ﹤0.01%
+22,345
2466
$1.9M ﹤0.01%
+58,864
2467
$1.9M ﹤0.01%
+5,829
2468
$1.9M ﹤0.01%
+57,498
2469
$1.9M ﹤0.01%
+28,342
2470
$1.89M ﹤0.01%
+37,481
2471
$1.89M ﹤0.01%
+37,622
2472
$1.89M ﹤0.01%
+111,479
2473
$1.89M ﹤0.01%
+317,665
2474
$1.89M ﹤0.01%
+39,965
2475
$1.89M ﹤0.01%
+40,963
97 98
99
100 101