Bank of America

Bank of America Portfolio holdings

AUM $1.24T
1-Year Est. Return 17.6%
 

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
+17.6%
3 Year Est. Return
5 Year Est. Return
10 Year Est. Return
AUM
$257B
AUM Growth
+$3.41B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,502
New
Increased
Reduced
Closed

Top Sells

1 +$353M
2 +$274M
3 +$263M
4
DB icon
Deutsche Bank
DB
+$263M
5
LO
LORILLARD INC COM STK
LO
+$215M

Sector Composition

1 Technology 8.95%
2 Healthcare 8.55%
3 Industrials 8.5%
4 Financials 7.62%
5 Energy 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
326
$158M 0.05%
1,870,901
+18,089
327
$157M 0.05%
1,684,592
-123,161
328
$157M 0.05%
2,993,150
-539,119
329
$156M 0.05%
18,383,614
+535,026
330
$155M 0.05%
134,957
+4,733
331
$155M 0.05%
654,332
-21,338
332
$155M 0.05%
1,407,858
+132,883
333
$154M 0.05%
3,723,668
+505,241
334
$154M 0.05%
3,672,028
-398,550
335
$152M 0.05%
6,639,508
+299,231
336
$150M 0.05%
1,296,452
-124,950
337
$150M 0.05%
3,734,344
+157,886
338
$148M 0.05%
2,301,756
-87,883
339
$147M 0.05%
2,002,459
+129,452
340
$147M 0.05%
671,546
+101,141
341
$146M 0.05%
7,763,559
+879,783
342
$145M 0.05%
64,744
+1,267
343
$145M 0.05%
4,967,460
-425,376
344
$144M 0.05%
903,082
+46,925
345
$144M 0.05%
1,302,136
+126,405
346
$143M 0.05%
3,686,183
-381,250
347
$142M 0.05%
1,219,737
+346,619
348
$142M 0.05%
2,706,017
+427,247
349
$141M 0.05%
3,251,113
+164,379
350
$141M 0.05%
1,257,044
+254,537