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
476
$91.1M 0.03%
1,538,337
-197,222
477
$90.9M 0.03%
1,620,882
+761,829
478
$90.9M 0.03%
2,670,310
-798,873
479
$90.3M 0.03%
896,030
+337,532
480
$90.1M 0.03%
14,489,807
+5,165,761
481
$90M 0.03%
2,301,764
-40,001
482
$89.9M 0.03%
5,538,405
+545,950
483
$89.7M 0.03%
10,990,365
+6,555,523
484
$89.6M 0.03%
780,739
-69,095
485
$89.5M 0.03%
2,450,337
+531,173
486
$89.2M 0.03%
2,170,563
-5,428
487
$89.2M 0.03%
996,126
-313,820
488
$89M 0.03%
2,688,383
-1,125,342
489
$88.9M 0.03%
1,484,745
+82,671
490
$88.9M 0.03%
1,829,457
-1,268,866
491
$88.4M 0.03%
4,385,275
-2,299,899
492
$88.2M 0.03%
798,070
+131,124
493
$88M 0.03%
1,075,529
-83,735
494
$87.4M 0.03%
968,626
-113,091
495
$87.3M 0.03%
823,551
-60,233
496
$87.2M 0.03%
2,028,065
+49,694
497
$86.8M 0.03%
2,511,054
+332,336
498
$86.3M 0.03%
1,961,392
+251,140
499
$86.2M 0.03%
1,277,838
+203,942
500
$86.2M 0.03%
977,424
-52,517