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
3026
$1.37M ﹤0.01%
54,697
+22,381
3027
$1.37M ﹤0.01%
38,128
-6,465
3028
$1.37M ﹤0.01%
27,859
-12,283
3029
$1.36M ﹤0.01%
91,374
+41,683
3030
$1.36M ﹤0.01%
26,905
+22,096
3031
$1.36M ﹤0.01%
26,942
+9,476
3032
$1.36M ﹤0.01%
25,533
-5,737
3033
$1.36M ﹤0.01%
68,301
+26,047
3034
$1.36M ﹤0.01%
104,775
+2,281
3035
$1.36M ﹤0.01%
27,906
-19,385
3036
$1.35M ﹤0.01%
46,917
+21,893
3037
$1.35M ﹤0.01%
26,312
+17,168
3038
$1.35M ﹤0.01%
53,140
+40,592
3039
$1.35M ﹤0.01%
146,677
+146,111
3040
$1.35M ﹤0.01%
11,985
+3,602
3041
$1.34M ﹤0.01%
69,529
+4,242
3042
$1.34M ﹤0.01%
23,042
-127,049
3043
$1.34M ﹤0.01%
103,206
+90,633
3044
$1.34M ﹤0.01%
18,022
+359
3045
$1.33M ﹤0.01%
84,096
+1,390
3046
$1.33M ﹤0.01%
113,913
-6,032
3047
$1.33M ﹤0.01%
60,872
+56,384
3048
$1.32M ﹤0.01%
88,160
+58,145
3049
$1.32M ﹤0.01%
36,078
-5,695
3050
$1.32M ﹤0.01%
100,523
-35,298