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 Buys

1
+$2.23B
2
+$1.01B
3
+$663M
4
DBEF icon
Xtrackers MSCI EAFE Hedged Equity ETF
DBEF
+$463M
5
HEDJ icon
WisdomTree Europe Hedged Equity Fund
HEDJ
+$351M

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
26
$1.57B 0.51%
35,514,326
-1,124,639
27
$1.46B 0.47%
13,609,267
-141,210
28
$1.45B 0.47%
11,240,912
-656,040
29
$1.44B 0.47%
13,001,560
-120,102
30
$1.44B 0.47%
47,221,440
-1,266,649
31
$1.37B 0.45%
13,247,359
+358,803
32
$1.35B 0.44%
50,784,400
-13,287,267
33
$1.32B 0.43%
23,059,198
+4,359,568
34
$1.31B 0.43%
33,272,061
+700,546
35
$1.28B 0.42%
13,441,154
-1,186,084
36
$1.27B 0.41%
47,271,225
+112,281
37
$1.26B 0.41%
18,742,002
+760,222
38
$1.2B 0.39%
28,120,283
-4,498,549
39
$1.18B 0.39%
21,429,484
+829,029
40
$1.18B 0.38%
13,871,273
-1,815,364
41
$1.17B 0.38%
39,013,570
-16,335
42
$1.1B 0.36%
10,089,534
-600,652
43
$1.08B 0.35%
17,257,168
-1,337,429
44
$1.07B 0.35%
19,645,072
+240,575
45
$1.06B 0.35%
13,493,926
-194,528
46
$1.05B 0.34%
6,763,976
+164,043
47
$1.05B 0.34%
12,542,278
-382,825
48
$1.04B 0.34%
10,743,717
-44,135
49
$1.04B 0.34%
24,459,484
+1,344,788
50
$1.03B 0.34%
43,632,993
+621,813
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