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
3276
$969K ﹤0.01%
1,649
+1,638
3277
$968K ﹤0.01%
171,136
-22,546
3278
$968K ﹤0.01%
22,371
-4,650
3279
$966K ﹤0.01%
27,110
+7,140
3280
$965K ﹤0.01%
25,010
+23,695
3281
$963K ﹤0.01%
40,343
+35,535
3282
$962K ﹤0.01%
13,827
+1,079
3283
$962K ﹤0.01%
62,130
+36,864
3284
$958K ﹤0.01%
35,960
-9,868
3285
$955K ﹤0.01%
25,528
+23,296
3286
$955K ﹤0.01%
83,902
-827
3287
$954K ﹤0.01%
34,352
+28,055
3288
$954K ﹤0.01%
75,729
-9,491
3289
$954K ﹤0.01%
72,770
+2,524
3290
$953K ﹤0.01%
58,142
+4,477
3291
$951K ﹤0.01%
46,209
-67,693
3292
$948K ﹤0.01%
31,408
+29,130
3293
$948K ﹤0.01%
14,354
+1,335
3294
$946K ﹤0.01%
43,715
+18,368
3295
$945K ﹤0.01%
10,405
+4,111
3296
$945K ﹤0.01%
17,582
+3,547
3297
$944K ﹤0.01%
18,176
+1,527
3298
$943K ﹤0.01%
34,704
+29,654
3299
$942K ﹤0.01%
58,359
+37,486
3300
$941K ﹤0.01%
69,333
+21,504