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
2951
$1.5M ﹤0.01%
17,065
-1,779
2952
$1.5M ﹤0.01%
24,371
+21,857
2953
$1.49M ﹤0.01%
292,747
-36,169
2954
$1.49M ﹤0.01%
21,279
+10,010
2955
$1.49M ﹤0.01%
34,283
+26,123
2956
$1.49M ﹤0.01%
39,393
+30,025
2957
$1.49M ﹤0.01%
37,419
+27,009
2958
$1.49M ﹤0.01%
100,006
+6
2959
$1.48M ﹤0.01%
137,091
+39,818
2960
$1.48M ﹤0.01%
42,730
-2,710
2961
$1.48M ﹤0.01%
60,131
+59,721
2962
$1.48M ﹤0.01%
61,269
+23,560
2963
$1.48M ﹤0.01%
91,565
+596
2964
$1.48M ﹤0.01%
235,959
+3,095
2965
$1.48M ﹤0.01%
22,212
-584
2966
$1.48M ﹤0.01%
46,700
+12,808
2967
$1.47M ﹤0.01%
13,964
+1,187
2968
$1.47M ﹤0.01%
38,192
+5,350
2969
$1.47M ﹤0.01%
69,068
-244,191
2970
$1.47M ﹤0.01%
49,004
+46,528
2971
$1.47M ﹤0.01%
126,390
-14,672
2972
$1.47M ﹤0.01%
30,696
-1,659
2973
$1.46M ﹤0.01%
13,192
-9,163
2974
$1.46M ﹤0.01%
76,118
-148,376
2975
$1.46M ﹤0.01%
115,449
+60,451