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
3001
$1.41M ﹤0.01%
21,576
+15,810
3002
$1.41M ﹤0.01%
475,580
+322,570
3003
$1.41M ﹤0.01%
38,386
+20,596
3004
$1.4M ﹤0.01%
78,445
+37,455
3005
$1.4M ﹤0.01%
52,415
-30,908
3006
$1.4M ﹤0.01%
184,151
-73,928
3007
$1.4M ﹤0.01%
35,495
+9,866
3008
$1.4M ﹤0.01%
32,935
+605
3009
$1.4M ﹤0.01%
44,794
-11,128
3010
$1.39M ﹤0.01%
170,567
-8,263
3011
$1.39M ﹤0.01%
16,690
+16,490
3012
$1.39M ﹤0.01%
77,358
+5,148
3013
$1.39M ﹤0.01%
53,877
+457
3014
$1.39M ﹤0.01%
59,536
-10,143
3015
$1.39M ﹤0.01%
25,813
+4,531
3016
$1.39M ﹤0.01%
133,001
-9,573
3017
$1.39M ﹤0.01%
39,915
+8,419
3018
$1.39M ﹤0.01%
89,756
-28,290
3019
$1.39M ﹤0.01%
27,054
-3,636
3020
$1.38M ﹤0.01%
165,854
-50,370
3021
$1.38M ﹤0.01%
102,474
+66,895
3022
$1.38M ﹤0.01%
66,106
+37,751
3023
$1.38M ﹤0.01%
152,766
+101,342
3024
$1.38M ﹤0.01%
187,635
+24,545
3025
$1.37M ﹤0.01%
66,579
+48,886