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 8.51%
4 Financials 7.63%
5 Energy 6.35%
Name Market Value Portfolio Weight Shares or Principal Change
in Stake
Capital Flow
3076
$1.26M ﹤0.01%
27,096
+23,522
3077
$1.26M ﹤0.01%
17,302
+3,045
3078
$1.26M ﹤0.01%
86,699
-51,693
3079
$1.26M ﹤0.01%
20,206
+17,947
3080
$1.25M ﹤0.01%
55,442
+55,042
3081
$1.25M ﹤0.01%
32,941
+27,184
3082
$1.25M ﹤0.01%
41,418
+36,331
3083
$1.24M ﹤0.01%
38,830
+38,699
3084
$1.24M ﹤0.01%
158,965
-59,464
3085
$1.24M ﹤0.01%
18,564
+657
3086
$1.24M ﹤0.01%
12,695
+12,495
3087
$1.24M ﹤0.01%
24,365
-2,607
3088
$1.24M ﹤0.01%
7,611
+7,609
3089
$1.23M ﹤0.01%
60,446
+18,758
3090
$1.23M ﹤0.01%
30,692
+24,940
3091
$1.23M ﹤0.01%
105,928
+71,431
3092
$1.23M ﹤0.01%
65,806
+13,343
3093
$1.23M ﹤0.01%
100,762
+42,827
3094
$1.22M ﹤0.01%
100,453
-69,097
3095
$1.22M ﹤0.01%
99,098
+46
3096
$1.22M ﹤0.01%
71,098
+37,218
3097
$1.22M ﹤0.01%
90,928
+72,217
3098
$1.22M ﹤0.01%
274,720
+85,480
3099
$1.22M ﹤0.01%
20,998
+1,216
3100
$1.22M ﹤0.01%
199,919
+52,456