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
2701
$2M ﹤0.01%
216,616
-6,122
2702
$2M ﹤0.01%
79,089
-18,954
2703
$2M ﹤0.01%
140,963
+94,166
2704
$2M ﹤0.01%
+100,000
2705
$2M ﹤0.01%
+100,000
2706
$1.99M ﹤0.01%
179,584
+120,445
2707
$1.99M ﹤0.01%
199,713
+71,883
2708
$1.99M ﹤0.01%
52,518
+33,561
2709
$1.99M ﹤0.01%
287,330
+6,586
2710
$1.99M ﹤0.01%
32,052
+14,103
2711
$1.99M ﹤0.01%
62,529
-695
2712
$1.98M ﹤0.01%
97,949
+48,993
2713
$1.98M ﹤0.01%
82,222
-322
2714
$1.98M ﹤0.01%
229,269
+115,673
2715
$1.98M ﹤0.01%
+72,296
2716
$1.98M ﹤0.01%
62,792
+26,634
2717
$1.98M ﹤0.01%
39,213
+7,646
2718
$1.98M ﹤0.01%
81,434
+38,027
2719
$1.97M ﹤0.01%
408,939
-80,934
2720
$1.97M ﹤0.01%
1,848
+1,495
2721
$1.97M ﹤0.01%
85,173
+63,483
2722
$1.97M ﹤0.01%
79,400
-600
2723
$1.97M ﹤0.01%
223,463
-163,722
2724
$1.97M ﹤0.01%
85,992
+30,831
2725
$1.96M ﹤0.01%
112,949
+17,123