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
2601
$2.29M ﹤0.01%
68,512
+18,662
2602
$2.29M ﹤0.01%
73,300
+24,400
2603
$2.29M ﹤0.01%
32,728
+29,704
2604
$2.29M ﹤0.01%
147,925
+24,117
2605
$2.29M ﹤0.01%
84,934
+5,461
2606
$2.29M ﹤0.01%
156,182
-3,988
2607
$2.29M ﹤0.01%
72,121
+18,579
2608
$2.29M ﹤0.01%
141,421
+45,613
2609
$2.29M ﹤0.01%
152,771
+152,664
2610
$2.28M ﹤0.01%
42,603
-31,241
2611
$2.28M ﹤0.01%
81,911
+43,463
2612
$2.28M ﹤0.01%
29,078
+8,072
2613
$2.27M ﹤0.01%
523,717
+366,748
2614
$2.27M ﹤0.01%
229,373
-371,077
2615
$2.27M ﹤0.01%
108,672
+21,576
2616
$2.27M ﹤0.01%
55,845
-10
2617
$2.26M ﹤0.01%
42,396
-66,094
2618
$2.26M ﹤0.01%
67,945
-5,111
2619
$2.26M ﹤0.01%
30,546
+15,142
2620
$2.26M ﹤0.01%
49,314
+328
2621
$2.25M ﹤0.01%
141,326
-6,411
2622
$2.25M ﹤0.01%
88,522
-2,438
2623
$2.25M ﹤0.01%
44,219
+4,034
2624
$2.25M ﹤0.01%
220,523
+13,114
2625
$2.25M ﹤0.01%
76,324
+56,122