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
3226
$1.04M ﹤0.01%
40,908
+1,974
3227
$1.04M ﹤0.01%
19,185
+17,305
3228
$1.04M ﹤0.01%
4,536
-203
3229
$1.04M ﹤0.01%
42,056
+41,148
3230
$1.03M ﹤0.01%
2,839
+1,898
3231
$1.03M ﹤0.01%
72,186
-3,672
3232
$1.03M ﹤0.01%
2,474
+2,472
3233
$1.02M ﹤0.01%
18,777
+13,370
3234
$1.02M ﹤0.01%
19,007
+6,417
3235
$1.02M ﹤0.01%
26,083
+15,351
3236
$1.02M ﹤0.01%
151,220
+110,400
3237
$1.02M ﹤0.01%
30,108
-75,570
3238
$1.02M ﹤0.01%
12,786
+7,382
3239
$1.02M ﹤0.01%
22,252
+9,818
3240
$1.02M ﹤0.01%
17,921
+8,747
3241
$1.02M ﹤0.01%
114,944
-22,549
3242
$1.02M ﹤0.01%
43,222
-248
3243
$1.01M ﹤0.01%
44,263
+37,709
3244
$1.01M ﹤0.01%
67,848
+8,789
3245
$1.01M ﹤0.01%
25,286
+22,790
3246
$1.01M ﹤0.01%
56,095
-979,690
3247
$1.01M ﹤0.01%
+10,090
3248
$1.01M ﹤0.01%
52,742
+6,308
3249
$1.01M ﹤0.01%
68,780
-204,489
3250
$1.01M ﹤0.01%
62,740
-239,217