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
3401
$814K ﹤0.01%
84,791
+74,611
3402
$814K ﹤0.01%
12,072
-12,100
3403
$813K ﹤0.01%
16,971
+16,593
3404
$813K ﹤0.01%
69,808
+14,471
3405
$813K ﹤0.01%
49,857
-24,417
3406
$810K ﹤0.01%
48,339
+30,948
3407
$807K ﹤0.01%
29,418
+13,110
3408
$807K ﹤0.01%
30,174
+19,902
3409
$806K ﹤0.01%
22,936
+15,422
3410
$805K ﹤0.01%
20,335
+5,322
3411
$803K ﹤0.01%
132,312
+13,143
3412
$802K ﹤0.01%
107,016
-14,439
3413
$801K ﹤0.01%
5,645
-4,365
3414
$801K ﹤0.01%
58,686
+9,650
3415
$799K ﹤0.01%
55,314
+44,800
3416
$798K ﹤0.01%
32,994
+27,058
3417
$798K ﹤0.01%
121,216
+25,310
3418
$798K ﹤0.01%
28,532
-21
3419
$797K ﹤0.01%
106,796
+75,780
3420
$796K ﹤0.01%
38,152
-67
3421
$794K ﹤0.01%
91,398
+13,403
3422
$793K ﹤0.01%
50,465
+3,211
3423
$793K ﹤0.01%
17,090
+15,562
3424
$790K ﹤0.01%
9,101
+2,396
3425
$789K ﹤0.01%
101,963
+74,168