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
2526
$2.53M ﹤0.01%
130,210
-967
2527
$2.53M ﹤0.01%
148,567
+18,666
2528
$2.51M ﹤0.01%
48,904
+23,831
2529
$2.51M ﹤0.01%
46,141
+6,153
2530
$2.51M ﹤0.01%
67,292
+5,707
2531
$2.5M ﹤0.01%
1,251,762
-212,131
2532
$2.5M ﹤0.01%
196,661
-94,278
2533
$2.5M ﹤0.01%
44,842
+28,433
2534
$2.5M ﹤0.01%
357,383
-34,739
2535
$2.49M ﹤0.01%
60,824
-191
2536
$2.49M ﹤0.01%
55,550
+13,904
2537
$2.49M ﹤0.01%
74,363
+3,446
2538
$2.49M ﹤0.01%
232,746
+56,905
2539
$2.49M ﹤0.01%
332,854
+103,536
2540
$2.49M ﹤0.01%
24,208
+13,414
2541
$2.49M ﹤0.01%
67,916
+32,082
2542
$2.49M ﹤0.01%
99,495
+21,244
2543
$2.49M ﹤0.01%
157,719
+40,782
2544
$2.49M ﹤0.01%
59,497
+12,324
2545
$2.48M ﹤0.01%
250,766
+33,061
2546
$2.48M ﹤0.01%
78,243
+33,096
2547
$2.46M ﹤0.01%
80,421
+51,555
2548
$2.46M ﹤0.01%
11,867
-161
2549
$2.46M ﹤0.01%
222,565
+85,555
2550
$2.46M ﹤0.01%
83,617
+68,248