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
2626
$2.24M ﹤0.01%
37,970
-980
2627
$2.24M ﹤0.01%
118,115
-81,076
2628
$2.24M ﹤0.01%
41,690
+10,852
2629
$2.23M ﹤0.01%
220,115
+159,521
2630
$2.22M ﹤0.01%
127,810
+28,259
2631
$2.22M ﹤0.01%
161,684
+1,852
2632
$2.21M ﹤0.01%
91,667
+760
2633
$2.21M ﹤0.01%
1,718
+1,432
2634
$2.21M ﹤0.01%
42,622
+27,056
2635
$2.21M ﹤0.01%
140,866
+45,964
2636
$2.21M ﹤0.01%
118,918
+34,908
2637
$2.2M ﹤0.01%
48,655
-43,283
2638
$2.2M ﹤0.01%
33,224
+28,765
2639
$2.19M ﹤0.01%
119,886
+99,332
2640
$2.19M ﹤0.01%
2,495,201
-369,282
2641
$2.19M ﹤0.01%
63,809
+17,475
2642
$2.18M ﹤0.01%
38,934
+36,672
2643
$2.18M ﹤0.01%
29,301
+29,147
2644
$2.17M ﹤0.01%
30,463
+3,453
2645
$2.17M ﹤0.01%
25,345
+5,448
2646
$2.17M ﹤0.01%
65,313
+12,932
2647
$2.15M ﹤0.01%
57,582
+37,318
2648
$2.14M ﹤0.01%
41,308
+4,436
2649
$2.14M ﹤0.01%
611,734
+379,892
2650
$2.14M ﹤0.01%
8,680
+5,145