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
3251
$1.01M ﹤0.01%
15,233
+12,208
3252
$1.01M ﹤0.01%
+19,913
3253
$1.01M ﹤0.01%
70,269
+3,526
3254
$1M ﹤0.01%
66,497
+44,092
3255
$999K ﹤0.01%
61,501
+49,993
3256
$996K ﹤0.01%
60,576
+6,850
3257
$996K ﹤0.01%
26,140
+7,397
3258
$996K ﹤0.01%
+1
3259
$996K ﹤0.01%
52,619
+38,975
3260
$994K ﹤0.01%
14,686
+11,857
3261
$991K ﹤0.01%
37,629
+22,554
3262
$991K ﹤0.01%
46,456
+34,533
3263
$988K ﹤0.01%
16,202
+11,076
3264
$988K ﹤0.01%
18,034
+6,501
3265
$987K ﹤0.01%
20,742
+18,491
3266
$986K ﹤0.01%
18,866
+9,138
3267
$986K ﹤0.01%
52,901
+39,235
3268
$985K ﹤0.01%
3,123
+2,819
3269
$984K ﹤0.01%
23,577
+118
3270
$983K ﹤0.01%
46,618
+3,326
3271
$977K ﹤0.01%
42,720
+5,076
3272
$977K ﹤0.01%
7,730
+916
3273
$975K ﹤0.01%
80,205
-3,353
3274
$973K ﹤0.01%
65,292
+59,437
3275
$970K ﹤0.01%
18,364
+6,605