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
3126
$1.18M ﹤0.01%
44,616
-18,577
3127
$1.18M ﹤0.01%
37,457
+30,336
3128
$1.18M ﹤0.01%
109,515
+1,067
3129
$1.17M ﹤0.01%
108,010
+15,358
3130
$1.17M ﹤0.01%
22,498
+16,114
3131
$1.17M ﹤0.01%
+16,163
3132
$1.16M ﹤0.01%
37,599
+20,442
3133
$1.16M ﹤0.01%
33,372
+7,642
3134
$1.16M ﹤0.01%
35,337
+1,572
3135
$1.16M ﹤0.01%
76,839
+60,808
3136
$1.16M ﹤0.01%
62,690
-149,242
3137
$1.16M ﹤0.01%
46,926
-8,238
3138
$1.16M ﹤0.01%
12,765
+12,760
3139
$1.15M ﹤0.01%
21,249
+9,162
3140
$1.15M ﹤0.01%
23,775
-366,811
3141
$1.15M ﹤0.01%
30,240
+24,921
3142
$1.15M ﹤0.01%
34,953
+974
3143
$1.15M ﹤0.01%
20,489
-1,752
3144
$1.15M ﹤0.01%
17,697
+1,072
3145
$1.15M ﹤0.01%
24,026
+18,134
3146
$1.15M ﹤0.01%
43,629
+1,846
3147
$1.14M ﹤0.01%
37,131
+19,852
3148
$1.14M ﹤0.01%
49,693
-18,936
3149
$1.14M ﹤0.01%
56,954
+5,147
3150
$1.14M ﹤0.01%
37,402
+30,797