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
3301
$940K ﹤0.01%
51,692
+1,574
3302
$939K ﹤0.01%
9,166
+8,385
3303
$938K ﹤0.01%
16,709
+5,195
3304
$937K ﹤0.01%
15,375
+2,740
3305
$935K ﹤0.01%
11,390
+2,195
3306
$931K ﹤0.01%
31,582
+31,220
3307
$929K ﹤0.01%
64,102
+5,582
3308
$929K ﹤0.01%
172,000
3309
$926K ﹤0.01%
40,353
+39,134
3310
$922K ﹤0.01%
68,113
+44,091
3311
$922K ﹤0.01%
77,407
+88
3312
$922K ﹤0.01%
18,500
+13,871
3313
$920K ﹤0.01%
37,294
+7,289
3314
$918K ﹤0.01%
66,784
+32,343
3315
$918K ﹤0.01%
35,049
+30,508
3316
$918K ﹤0.01%
+21,419
3317
$914K ﹤0.01%
19,520
-99,543
3318
$913K ﹤0.01%
48,110
+46,806
3319
$913K ﹤0.01%
73,852
+48,852
3320
$913K ﹤0.01%
97,301
+1,913
3321
$911K ﹤0.01%
60,060
-88,434
3322
$907K ﹤0.01%
30,911
+3,397
3323
$903K ﹤0.01%
17,649
+4,519
3324
$900K ﹤0.01%
72,130
-4,410
3325
$898K ﹤0.01%
98,879
-24,846