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
3351
$855K ﹤0.01%
78,334
+72,126
3352
$855K ﹤0.01%
65,765
+9,437
3353
$853K ﹤0.01%
40,560
-5,804
3354
$853K ﹤0.01%
133,708
+84,236
3355
$853K ﹤0.01%
85,401
+83,225
3356
$852K ﹤0.01%
21,212
+18,843
3357
$851K ﹤0.01%
21,598
+3,826
3358
$849K ﹤0.01%
39,826
-5,010
3359
$847K ﹤0.01%
93,381
+28,927
3360
$846K ﹤0.01%
34,407
+9,223
3361
$846K ﹤0.01%
9,625
+7,020
3362
$845K ﹤0.01%
16,467
-5,441
3363
$845K ﹤0.01%
49,273
+15,476
3364
$844K ﹤0.01%
44,174
+25,298
3365
$844K ﹤0.01%
153,909
+4,661
3366
$842K ﹤0.01%
64,696
+7,062
3367
$842K ﹤0.01%
12,053
-1,833
3368
$841K ﹤0.01%
84,388
+1,125
3369
$840K ﹤0.01%
13,529
+7,946
3370
$839K ﹤0.01%
93,147
+29,750
3371
$838K ﹤0.01%
15,677
+10,483
3372
$838K ﹤0.01%
100,400
+100,000
3373
$837K ﹤0.01%
72,124
+14,887
3374
$836K ﹤0.01%
12,098
-14,643
3375
$835K ﹤0.01%
33,451
+7,415