Bank of America

Bank of America Portfolio holdings

AUM $1.37T
1-Year Est. Return 23.08%
 

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 Fund
S&P 500
This Quarter Est. Return
1 Year Est. Return
+23.08%
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 +$356M
2 +$288M
3 +$283M
4
DTV
DIRECTV COM STK (DE)
DTV
+$256M
5
LO
LORILLARD INC COM STK
LO
+$215M

Sector Composition

1 Technology 8.95%
2 Healthcare 8.55%
3 Industrials 8.5%
4 Financials 7.63%
5 Energy 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
2476
$2.69M ﹤0.01%
116,286
+74,147
2477
$2.69M ﹤0.01%
132,642
-120,796
2478
$2.69M ﹤0.01%
285,007
+50,282
2479
$2.68M ﹤0.01%
15,105
+3,848
2480
$2.67M ﹤0.01%
88,596
+36,004
2481
$2.67M ﹤0.01%
194,193
-14,612
2482
$2.67M ﹤0.01%
62,336
+43,216
2483
$2.67M ﹤0.01%
86,786
-7,603
2484
$2.66M ﹤0.01%
60,578
+5,175
2485
$2.66M ﹤0.01%
38,426
+19,861
2486
$2.66M ﹤0.01%
52,374
+26,130
2487
$2.66M ﹤0.01%
107,938
+16,919
2488
$2.65M ﹤0.01%
163,277
-19,960
2489
$2.65M ﹤0.01%
289,118
+45,877
2490
$2.65M ﹤0.01%
329,439
-31,217
2491
$2.64M ﹤0.01%
318,994
+46,197
2492
$2.64M ﹤0.01%
65,238
+2,378
2493
$2.64M ﹤0.01%
142,446
-300
2494
$2.63M ﹤0.01%
102,768
-32,577
2495
$2.62M ﹤0.01%
155,741
+7,905
2496
$2.62M ﹤0.01%
70,088
+15,132
2497
$2.62M ﹤0.01%
38,162
+12,796
2498
$2.62M ﹤0.01%
38,626
+24,581
2499
$2.6M ﹤0.01%
36,939
-23,907
2500
$2.6M ﹤0.01%
50,627
+4,051