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
3201
$1.08M ﹤0.01%
65,816
-4,197
3202
$1.07M ﹤0.01%
13,847
+13,160
3203
$1.07M ﹤0.01%
12,589
-84
3204
$1.07M ﹤0.01%
31,986
+15,125
3205
$1.06M ﹤0.01%
+22,407
3206
$1.06M ﹤0.01%
49,608
+32,008
3207
$1.06M ﹤0.01%
19,349
+16,023
3208
$1.06M ﹤0.01%
19,133
+14,761
3209
$1.06M ﹤0.01%
31,958
+5,473
3210
$1.05M ﹤0.01%
51,125
+32,344
3211
$1.05M ﹤0.01%
42,508
-968
3212
$1.05M ﹤0.01%
69,861
+454
3213
$1.05M ﹤0.01%
42,242
-6,953
3214
$1.05M ﹤0.01%
155,205
-84,584
3215
$1.05M ﹤0.01%
68,399
-14,276
3216
$1.05M ﹤0.01%
46,331
+1,647
3217
$1.05M ﹤0.01%
78,130
-4,636
3218
$1.05M ﹤0.01%
72,776
+50,647
3219
$1.05M ﹤0.01%
63,205
-2,907
3220
$1.05M ﹤0.01%
42,000
+18,176
3221
$1.04M ﹤0.01%
84,533
+4,715
3222
$1.04M ﹤0.01%
40,650
+30,800
3223
$1.04M ﹤0.01%
101,353
+82,334
3224
$1.04M ﹤0.01%
23,102
+7,194
3225
$1.04M ﹤0.01%
70,413
+3,355