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
3101
$1.21M ﹤0.01%
38,852
+32,084
3102
$1.21M ﹤0.01%
23,049
+18,094
3103
$1.21M ﹤0.01%
93,278
+53,844
3104
$1.21M ﹤0.01%
62,665
+36,959
3105
$1.21M ﹤0.01%
57,096
+16,316
3106
$1.21M ﹤0.01%
90,886
-12,043
3107
$1.21M ﹤0.01%
99,895
+1,672
3108
$1.21M ﹤0.01%
128,045
+5,102
3109
$1.2M ﹤0.01%
65,839
+14,056
3110
$1.2M ﹤0.01%
36,900
+25,154
3111
$1.2M ﹤0.01%
+41,491
3112
$1.2M ﹤0.01%
156,424
+43,716
3113
$1.2M ﹤0.01%
45,708
+38,412
3114
$1.2M ﹤0.01%
32,267
-43,515
3115
$1.19M ﹤0.01%
43,918
-1,237
3116
$1.19M ﹤0.01%
36,667
+11,902
3117
$1.19M ﹤0.01%
20,150
-13,285
3118
$1.19M ﹤0.01%
30,161
-24,698
3119
$1.19M ﹤0.01%
34,832
+34,661
3120
$1.19M ﹤0.01%
40,005
+39,475
3121
$1.19M ﹤0.01%
522,662
+1,439
3122
$1.19M ﹤0.01%
143,324
+117,085
3123
$1.18M ﹤0.01%
24,015
+7,864
3124
$1.18M ﹤0.01%
20,040
+4,820
3125
$1.18M ﹤0.01%
56,904
+2,820