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
2576
$2.37M ﹤0.01%
116,093
-148,369
2577
$2.36M ﹤0.01%
75,293
+50
2578
$2.36M ﹤0.01%
279,953
+120,569
2579
$2.36M ﹤0.01%
35,855
-3,349
2580
$2.36M ﹤0.01%
70,596
+53,140
2581
$2.35M ﹤0.01%
66,667
+3,080
2582
$2.35M ﹤0.01%
82,698
+37,622
2583
$2.35M ﹤0.01%
39,836
+69
2584
$2.34M ﹤0.01%
143,821
+18,630
2585
$2.34M ﹤0.01%
185,967
+7,630
2586
$2.34M ﹤0.01%
163,635
+33,970
2587
$2.33M ﹤0.01%
178,698
-145,198
2588
$2.33M ﹤0.01%
108,230
+40,084
2589
$2.33M ﹤0.01%
206,630
+4,207
2590
$2.32M ﹤0.01%
235,978
+23,890
2591
$2.32M ﹤0.01%
202,790
-17,550
2592
$2.32M ﹤0.01%
37,626
-7,248
2593
$2.32M ﹤0.01%
119,446
-743
2594
$2.31M ﹤0.01%
87,571
+7,157
2595
$2.31M ﹤0.01%
179,159
+6,254
2596
$2.31M ﹤0.01%
123,648
-62,740
2597
$2.31M ﹤0.01%
45,831
-8,564
2598
$2.3M ﹤0.01%
78,856
-22,755
2599
$2.3M ﹤0.01%
27,655
+15,890
2600
$2.3M ﹤0.01%
117,785
+7,403