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
3326
$898K ﹤0.01%
24,999
+15,477
3327
$898K ﹤0.01%
78,548
-37,808
3328
$895K ﹤0.01%
990
+765
3329
$894K ﹤0.01%
20,088
+14,711
3330
$893K ﹤0.01%
285,429
-273,927
3331
$888K ﹤0.01%
111,657
+11,596
3332
$888K ﹤0.01%
27,120
+1,114
3333
$888K ﹤0.01%
3,516
+1,417
3334
$885K ﹤0.01%
19,029
+10,827
3335
$884K ﹤0.01%
+28,633
3336
$883K ﹤0.01%
36,607
-9,683
3337
$882K ﹤0.01%
+35,000
3338
$881K ﹤0.01%
56,683
+44,629
3339
$880K ﹤0.01%
86,271
+3,716
3340
$878K ﹤0.01%
29,661
+24,116
3341
$876K ﹤0.01%
152,387
+8,714
3342
$870K ﹤0.01%
62,417
-359,708
3343
$868K ﹤0.01%
105,636
+15,588
3344
$868K ﹤0.01%
28,761
+261
3345
$865K ﹤0.01%
26,961
+3,609
3346
$864K ﹤0.01%
14,438
+145
3347
$864K ﹤0.01%
126,339
+123,944
3348
$863K ﹤0.01%
19,191
+13,125
3349
$861K ﹤0.01%
18,072
+6,648
3350
$860K ﹤0.01%
61,108
-4,833