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
2801
$1.82M ﹤0.01%
284,848
-35,771
2802
$1.82M ﹤0.01%
609,400
+179
2803
$1.82M ﹤0.01%
323,584
+131,402
2804
$1.82M ﹤0.01%
129,762
+85,879
2805
$1.82M ﹤0.01%
102,283
-673
2806
$1.82M ﹤0.01%
140,881
-23,540
2807
$1.82M ﹤0.01%
24,133
-23,757
2808
$1.81M ﹤0.01%
74,444
+65,570
2809
$1.8M ﹤0.01%
+76,834
2810
$1.8M ﹤0.01%
9,602
+9,114
2811
$1.8M ﹤0.01%
225,818
+64,473
2812
$1.8M ﹤0.01%
67,032
+64,184
2813
$1.8M ﹤0.01%
119,616
-2,381
2814
$1.8M ﹤0.01%
156,294
+58,171
2815
$1.79M ﹤0.01%
18,088
+14,670
2816
$1.79M ﹤0.01%
146,754
+44,556
2817
$1.78M ﹤0.01%
204,359
+146,485
2818
$1.77M ﹤0.01%
29,852
+23,713
2819
$1.77M ﹤0.01%
41,484
-4,462
2820
$1.77M ﹤0.01%
110,161
-771
2821
$1.77M ﹤0.01%
23,107
+15,524
2822
$1.77M ﹤0.01%
51,969
+46,009
2823
$1.77M ﹤0.01%
28,615
+14,169
2824
$1.76M ﹤0.01%
40,854
+27,208
2825
$1.76M ﹤0.01%
84,044
-119,318