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
601
$60.9M 0.02%
1,624,451
+220,683
602
$60.8M 0.02%
1,100,572
+174,395
603
$60.5M 0.02%
679,841
-6,094
604
$60.1M 0.02%
1,090,335
-191,949
605
$60.1M 0.02%
2,085,741
-539,035
606
$60M 0.02%
9,988,332
-236,501
607
$59.6M 0.02%
476,717
+23,664
608
$59.5M 0.02%
1,714,327
+389,869
609
$59.5M 0.02%
2,031,533
-160,029
610
$59.2M 0.02%
515,272
-67,051
611
$59.2M 0.02%
1,307,184
+195,769
612
$59M 0.02%
3,929,645
-449,365
613
$58.9M 0.02%
589,943
-35,191
614
$58.8M 0.02%
488,502
+150,260
615
$58.7M 0.02%
1,618,146
+147,655
616
$58.6M 0.02%
562,490
+88,701
617
$58.1M 0.02%
1,692,208
-51,890
618
$57.7M 0.02%
795,685
-162,166
619
$57.4M 0.02%
730,270
-98,832
620
$57.1M 0.02%
1,219,117
+387,137
621
$56.9M 0.02%
1,838,801
-165,914
622
$56.5M 0.02%
1,329,751
-1,631,488
623
$56.5M 0.02%
2,103,900
+556,096
624
$56.3M 0.02%
2,930,957
-680,305
625
$56.2M 0.02%
658,724
-105,026