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
3376
$833K ﹤0.01%
17,705
+17,308
3377
$832K ﹤0.01%
39,993
+14,581
3378
$831K ﹤0.01%
14,736
-819
3379
$831K ﹤0.01%
47,807
+10,131
3380
$829K ﹤0.01%
14,568
+9,472
3381
$829K ﹤0.01%
168,084
-16,394
3382
$828K ﹤0.01%
23,125
-13,706
3383
$828K ﹤0.01%
26,444
+5,888
3384
$828K ﹤0.01%
34,854
-14,944
3385
$827K ﹤0.01%
10,908
+10,269
3386
$826K ﹤0.01%
90,029
+77,136
3387
$826K ﹤0.01%
1,966
+1,263
3388
$826K ﹤0.01%
69,899
-224,433
3389
$825K ﹤0.01%
75,306
+50,395
3390
$824K ﹤0.01%
19,975
+14,298
3391
$824K ﹤0.01%
15,638
+14,601
3392
$823K ﹤0.01%
67,504
+25,019
3393
$823K ﹤0.01%
2,067
+1,152
3394
$822K ﹤0.01%
32,326
+1,533
3395
$822K ﹤0.01%
34,456
-10,181
3396
$819K ﹤0.01%
26,931
+22,247
3397
$819K ﹤0.01%
41,305
+31,105
3398
$816K ﹤0.01%
119,498
+89,318
3399
$816K ﹤0.01%
14,222
+3,304
3400
$816K ﹤0.01%
11,693
+1,184