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
2501
$2.6M ﹤0.01%
94,544
+82,763
2502
$2.59M ﹤0.01%
147,959
-43,306
2503
$2.59M ﹤0.01%
216,441
-161,847
2504
$2.59M ﹤0.01%
94,084
+78,192
2505
$2.59M ﹤0.01%
80,191
-5,941
2506
$2.59M ﹤0.01%
84,858
-25,991
2507
$2.59M ﹤0.01%
72,780
+59,105
2508
$2.58M ﹤0.01%
81,052
+39,716
2509
$2.58M ﹤0.01%
116,183
+5,176
2510
$2.58M ﹤0.01%
107,181
+1,512
2511
$2.58M ﹤0.01%
142,128
-51,559
2512
$2.57M ﹤0.01%
19,087
-10,008
2513
$2.57M ﹤0.01%
77,764
+4,750
2514
$2.57M ﹤0.01%
532,265
+45,656
2515
$2.57M ﹤0.01%
280,695
+66,932
2516
$2.56M ﹤0.01%
178,086
-7,703
2517
$2.56M ﹤0.01%
103,965
+15,114
2518
$2.55M ﹤0.01%
78,091
+54,197
2519
$2.55M ﹤0.01%
134,849
+58,798
2520
$2.54M ﹤0.01%
45,590
+20,503
2521
$2.54M ﹤0.01%
43,174
+31,414
2522
$2.54M ﹤0.01%
49,033
+23,255
2523
$2.54M ﹤0.01%
176,354
+6,474
2524
$2.53M ﹤0.01%
244,774
+51,552
2525
$2.53M ﹤0.01%
192,561
-87,842