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
2651
$2.14M ﹤0.01%
248,353
+29,385
2652
$2.13M ﹤0.01%
21,188
-1,055
2653
$2.13M ﹤0.01%
90,922
-1,653
2654
$2.12M ﹤0.01%
203,576
-1,239,666
2655
$2.12M ﹤0.01%
+100,000
2656
$2.12M ﹤0.01%
104,848
+59,004
2657
$2.11M ﹤0.01%
15,955
-1,423
2658
$2.1M ﹤0.01%
161,250
+36,479
2659
$2.1M ﹤0.01%
148,303
-12,653
2660
$2.1M ﹤0.01%
799,034
+403,354
2661
$2.1M ﹤0.01%
45,201
+3,196
2662
$2.1M ﹤0.01%
36,642
+25,447
2663
$2.09M ﹤0.01%
188,147
+27,051
2664
$2.09M ﹤0.01%
62,443
+602
2665
$2.09M ﹤0.01%
81,276
+72,182
2666
$2.08M ﹤0.01%
116,774
+102,485
2667
$2.07M ﹤0.01%
66,026
+4,414
2668
$2.07M ﹤0.01%
40,550
+25,949
2669
$2.07M ﹤0.01%
30,881
-21,864
2670
$2.07M ﹤0.01%
89,921
+16,107
2671
$2.07M ﹤0.01%
112,166
+11,917
2672
$2.07M ﹤0.01%
113,760
+15,090
2673
$2.06M ﹤0.01%
123,565
+40,887
2674
$2.06M ﹤0.01%
49,885
+35,202
2675
$2.06M ﹤0.01%
49,104
+9,250