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
2551
$2.45M ﹤0.01%
99,834
+20,996
2552
$2.45M ﹤0.01%
168,824
+9,665
2553
$2.45M ﹤0.01%
12,258
+8,514
2554
$2.44M ﹤0.01%
136,859
+4,515
2555
$2.44M ﹤0.01%
88,952
+60,016
2556
$2.44M ﹤0.01%
192,694
+25,800
2557
$2.44M ﹤0.01%
140,818
+113,850
2558
$2.44M ﹤0.01%
125,484
-10,034
2559
$2.43M ﹤0.01%
15,504
+5,207
2560
$2.42M ﹤0.01%
88,787
-687
2561
$2.42M ﹤0.01%
135,734
+9,122
2562
$2.42M ﹤0.01%
79,943
+18,989
2563
$2.42M ﹤0.01%
733,500
+111,721
2564
$2.41M ﹤0.01%
+127,698
2565
$2.41M ﹤0.01%
126,999
+17,857
2566
$2.41M ﹤0.01%
41,808
+22,374
2567
$2.4M ﹤0.01%
210,536
+31,869
2568
$2.39M ﹤0.01%
167,802
+22,427
2569
$2.39M ﹤0.01%
61,201
+17,456
2570
$2.38M ﹤0.01%
83,237
-4,997
2571
$2.38M ﹤0.01%
319,906
+19,026
2572
$2.38M ﹤0.01%
967,224
+8,050
2573
$2.38M ﹤0.01%
207,889
-8,731
2574
$2.37M ﹤0.01%
99,474
-798
2575
$2.37M ﹤0.01%
79,680
+4,505