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
1
$6.29B 2.04%
31,933,447
-10,257,066
2
$4.15B 1.34%
44,082,769
-170,126
3
$3.28B 1.06%
130,414,296
+3,978,952
4
$2.74B 0.89%
42,784,639
-2,558,622
5
$2.58B 0.83%
24,205,353
-1,218,532
6
$2.28B 0.74%
24,504,989
-507,070
7
$2.24B 0.73%
37,263,027
-2,301,005
8
$2.22B 0.72%
20,302,471
-1,674,363
9
$2.16B 0.7%
30,053,815
+301,661
10
$2.13B 0.69%
45,842,345
+6,246,658
11
$2.12B 0.69%
25,295,422
-864,561
12
$2.1B 0.68%
17,133,548
-588,458
13
$2.03B 0.66%
48,745,676
+2,972,539
14
$1.9B 0.62%
27,917,260
-1,516,558
15
$1.87B 0.6%
20,365,928
+461,671
16
$1.74B 0.56%
23,868,188
-1,904,525
17
$1.68B 0.54%
40,355,082
-510,345
18
$1.67B 0.54%
17,585,519
-3,480,523
19
$1.66B 0.54%
47,537,214
-5,682,438
20
$1.64B 0.53%
31,606,918
-92,301
21
$1.62B 0.52%
32,403,809
-608,341
22
$1.58B 0.51%
56,315,085
+2,327,488
23
$1.55B 0.5%
38,986,313
+1,424,083
24
$1.53B 0.5%
23,030,475
+148,284
25
$1.5B 0.49%
15,060,523
-1,436,078
1
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