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
$252B
AUM Growth
-$7.14B
Cap. Flow
Cap. Flow %
Top 10 Hldgs %
Holding
6,469
New
Increased
Reduced
Closed

Top Buys

1
+$347M
2
+$310M
3
+$300M
4
MSFT icon
Microsoft
MSFT
+$290M
5
XLE icon
Energy Select Sector SPDR Fund
XLE
+$248M

Top Sells

1
+$2.02B
2
+$380M
3
+$377M
4
COV
COVIDIEN PLC COM SHS NEW (IRELAND)
COV
+$368M
5
MCD icon
McDonald's
MCD
+$330M

Sector Composition

1 Industrials 9.06%
2 Technology 8.74%
3 Healthcare 8.24%
4 Energy 7.98%
5 Financials 7.83%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake 		Capital Flow
51
$1.04B 0.33%
10,532,510
-574,310
52
$1.03B 0.33%
11,234,610
+52,569
53
$1.03B 0.33%
12,327,260
-611,817
54
$1.01B 0.33%
11,419,256
-524,826
55
$1B 0.32%
36,727,350
+2,259,795
56
$987M 0.32%
15,769,958
-1,098,574
57
$950M 0.31%
12,014,053
+2,639,462
58
$946M 0.31%
9,344,720
-1,270,355
59
$940M 0.3%
7,952,453
-170,800
60
$929M 0.3%
11,027,128
-555,087
61
$879M 0.28%
6,916,103
-880,025
62
$877M 0.28%
4,798,066
+197,653
63
$857M 0.28%
13,410,477
-2,035,973
64
$835M 0.27%
8,454,619
+2,424,596
65
$829M 0.27%
8,033,479
-732,531
66
$819M 0.26%
15,651,165
-439,674
67
$799M 0.26%
31,747,473
-1,733,809
68
$792M 0.26%
29,442,160
+1,058,226
69
$778M 0.25%
16,930,822
-994,858
70
$777M 0.25%
5,627,367
-187,509
71
$775M 0.25%
14,587,383
-1,525,834
72
$771M 0.25%
13,676,630
-252,127
73
$757M 0.24%
32,591,993
+3,130,270
74
$751M 0.24%
19,259,699
-862,413
75
$743M 0.24%
18,760,176
+1,483,520
1 2
3
4 5