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
3426
$788K ﹤0.01%
37,250
-11,420
3427
$785K ﹤0.01%
15,300
+5,053
3428
$784K ﹤0.01%
13,928
-878
3429
$783K ﹤0.01%
182,824
+136,944
3430
$782K ﹤0.01%
32,054
+29,953
3431
$781K ﹤0.01%
20,158
+19,782
3432
$778K ﹤0.01%
19,544
+18,267
3433
$778K ﹤0.01%
32,960
+25,265
3434
$777K ﹤0.01%
19,684
+623
3435
$777K ﹤0.01%
2,817
+2,536
3436
$775K ﹤0.01%
26,717
+7,701
3437
$775K ﹤0.01%
22,927
-5,818
3438
$774K ﹤0.01%
7,565
+339
3439
$774K ﹤0.01%
37,407
+26,029
3440
$773K ﹤0.01%
37,155
+33,555
3441
$772K ﹤0.01%
32,341
+15,222
3442
$772K ﹤0.01%
51,810
+48,185
3443
$771K ﹤0.01%
19,258
+3,141
3444
$771K ﹤0.01%
29,972
+8,777
3445
$770K ﹤0.01%
20,303
+4,808
3446
$767K ﹤0.01%
26,836
+8,743
3447
$766K ﹤0.01%
54,556
3448
$766K ﹤0.01%
61,586
+59,727
3449
$766K ﹤0.01%
25,744
+8,494
3450
$764K ﹤0.01%
105,938
+46,630