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
2926
$1.55M ﹤0.01%
126,382
-43,455
2927
$1.55M ﹤0.01%
53,225
+48,747
2928
$1.54M ﹤0.01%
89,488
+6,597
2929
$1.54M ﹤0.01%
81,667
+27,255
2930
$1.54M ﹤0.01%
42,836
+20,435
2931
$1.54M ﹤0.01%
26,567
+20,753
2932
$1.54M ﹤0.01%
+63,081
2933
$1.54M ﹤0.01%
40,699
-10,400
2934
$1.54M ﹤0.01%
81,018
+63,252
2935
$1.53M ﹤0.01%
83,518
+36,075
2936
$1.53M ﹤0.01%
44,723
+35,218
2937
$1.53M ﹤0.01%
2,082
+355
2938
$1.52M ﹤0.01%
26,386
+11,416
2939
$1.52M ﹤0.01%
36,460
+12,133
2940
$1.51M ﹤0.01%
+58,775
2941
$1.51M ﹤0.01%
106,689
+1,314
2942
$1.51M ﹤0.01%
130,404
+24,372
2943
$1.51M ﹤0.01%
78,255
+43,181
2944
$1.51M ﹤0.01%
38,125
+34,194
2945
$1.5M ﹤0.01%
81,563
+16,954
2946
$1.5M ﹤0.01%
23,706
+22,572
2947
$1.5M ﹤0.01%
59,441
-26,640
2948
$1.5M ﹤0.01%
982,865
-199,766
2949
$1.5M ﹤0.01%
45,607
+44,584
2950
$1.5M ﹤0.01%
6,050